StockDriftsStockDriftsTop 50 Krilogy Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 3.87% | 3.73M | $120.0M | +7.79%(+269.83K) | $13.83(+148.14%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.2% | 3.75M | $99.4M | +6.01%(+212.34K) | $26.03(+1.20%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.94% | 2.87M | $91.3M | +0.49%(+14.08K) | $18.87(+74.01%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.79% | 1.79M | $86.7M | +3.05%(+52.95K) | $32.10(+58.76%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.57% | 525.4K | $79.9M | +8.06%(+39.18K) | $82.47(+114.45%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 2.24% | 1.69M | $69.6M | +3.71%(+60.49K) | $33.95(+25.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.12% | 249.5K | $65.7M | +0.33%(+820) | $107.53(+177.93%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.1% | 562.9K | $65.1M | -1.72%(-9.83K) | $82.30(+43.14%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 1.94% | 1.70M | $60.3M | +2.88%(+47.73K) | $25.72(+41.59%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 1.84% | 299.6K | $57.1M | +0.67%(+2.00K) | $124.99(+53.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.95% | +40.32% |
| Top 20 Holdings Unweighted | +11.93% | +40.25% |
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