StockDriftsStockDriftsTop 50 Lutz Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.12% | 252.0K | $150.6M | -0.59%(-1.50K) | $318.80(+114.06%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 9.26% | 2.43M | $137.8M | +1.96%(+46.77K) | $35.35(+70.23%) | 2026-03-31 | |
| IJH | ISHARES TR | 7.25% | 1.60M | $107.9M | +1.27%(+20.08K) | $42.76(+71.02%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.08% | 1.43M | $105.4M | +5.00%(+68.20K) | $76.03(-3.75%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 5.26% | 1.57M | $78.3M | +5.57%(+82.87K) | $49.76(+0.69%) | 2026-03-31 | |
| MDYV | SPDR SERIES TRUST | 4.61% | 805.9K | $68.6M | +2.86%(+22.42K) | $59.96(+49.29%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.59% | 861.4K | $68.3M | +5.12%(+41.92K) | $81.13(-2.61%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 4.19% | 2.34M | $62.3M | +6.13%(+135.17K) | $27.85(-3.82%) | 2026-03-31 | |
| MBB | ISHARES TR | 4.03% | 631.9K | $60.0M | +5.73%(+34.27K) | $93.19(+1.25%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.89% | 66.2K | $43.1M | -1.00%(-669) | $266.67(+178.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.57% | +24.48% |
| Top 20 Holdings Unweighted | +6.90% | +22.17% |
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