StockDriftsStockDriftsTop 50 Legacy Financial Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 15.24% | 2.90M | $84.5M | +1.63%(+46.36K) | $15.81(+117.10%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 11.84% | 2.61M | $65.6M | +0.82%(+21.36K) | $16.01(+78.41%) | 2026-03-31 | |
| AGG | ISHARES TR | 8.34% | 465.8K | $46.2M | +0.90%(+4.14K) | $103.13(-4.33%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 7.2% | 470.1K | $39.9M | +16.05%(+65.03K) | $81.02(+12.77%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 7.01% | 481.9K | $38.8M | +2.37%(+11.16K) | $65.49(+34.79%) | 2026-03-31 | |
| IGM | ISHARES TR | 5.48% | 256.1K | $30.3M | +0.46%(+1.17K) | $64.37(+140.26%) | 2026-03-31 | |
| DGRO | ISHARES TR | 5.25% | 414.4K | $29.1M | -2.80%(-11.92K) | $48.24(+51.67%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.07% | 53.0K | $17.0M | +1.49%(+777) | $154.04(+136.76%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.42% | 436.5K | $13.4M | -0.09%(-373) | $18.74(+69.46%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.7% | 54.1K | $9.4M | +1.30%(+696) | $68.11(+231.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.68% | +46.91% |
| Top 20 Holdings Unweighted | +12.42% | +42.08% |
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