StockDriftsStockDriftsTop 50 LifeSteps Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 14.92% | 36.2K | $23.6M | +7.39%(+2.49K) | $380.06(+95.31%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 14.89% | 40.7K | $23.5M | +2.58%(+1.03K) | $245.18(+191.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 5.39% | 48.8K | $8.5M | -2.08%(-1.03K) | $33.22(+579.78%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.44% | 27.6K | $7.0M | -0.16%(-45) | $93.56(+219.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.34% | 14.3K | $5.3M | +2.37%(+330) | $206.73(+96.01%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 3.03% | 24.4K | $4.8M | -1.61%(-398) | $148.18(+40.62%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.95% | 69.1K | $4.7M | +8.75%(+5.56K) | $42.30(+72.89%) | 2026-03-31 | |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 2.85% | 30.8K | $4.5M | +6.14%(+1.78K) | $110.43(+33.18%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2.71% | 28.9K | $4.3M | -0.59%(-171) | $93.07(+67.22%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 2.35% | 121.0K | $3.7M | +6.09%(+6.94K) | $25.18(+26.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.88% | +59.69% |
| Top 20 Holdings Unweighted | +17.16% | +60.82% |
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