StockDriftsStockDriftsTop 50 Laurel Wealth Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.77% | 24.6K | $14.7M | -0.02%(-6) | $391.88(+74.14%) | 2026-03-31 | |
| IFRA | ISHARES TR | 5.56% | 184.4K | $10.5M | -3.88%(-7.44K) | $38.06(+61.18%) | 2026-03-31 | |
| EFIV | SPDR SERIES TRUST | 5.26% | 158.1K | $10.0M | -1.26%(-2.02K) | $43.85(+64.17%) | 2026-03-31 | |
| ESGU | ISHARES TR | 5.24% | 70.3K | $9.9M | -2.82%(-2.04K) | $94.73(+70.46%) | 2026-03-31 | |
| ESGD | ISHARES TR | 4.67% | 92.6K | $8.9M | +0.97%(+889) | $71.82(+42.52%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.25% | 152.6K | $8.1M | +39.13%(+42.92K) | $37.93(+46.71%) | 2026-03-31 | |
| NULG | NUSHARES ETF TR | 4.18% | 87.1K | $7.9M | +145.86%(+51.65K) | $78.25(+39.90%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.92% | 131.4K | $7.4M | -19.56%(-31.94K) | $43.71(+37.68%) | 2026-03-31 | |
| EPI | WISDOMTREE TR | 3.28% | 152.3K | $6.2M | +5.81%(+8.36K) | $43.18(-2.24%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 3.27% | 64.0K | $6.2M | -0.05%(-29) | $68.48(+45.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.11% | +37.18% |
| Top 20 Holdings Unweighted | +11.06% | +37.00% |
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