StockDriftsStockDriftsTop 50 McAdam, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 11.76% | 9.37M | $261.0M | +2.07%(+190.38K) | $17.87(+74.96%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 11.74% | 10.17M | $260.7M | +2.32%(+230.47K) | $16.54(+77.77%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 9.73% | 7.41M | $215.9M | +2.15%(+156.15K) | $17.02(+100.43%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 9.38% | 8.41M | $208.1M | +4.46%(+358.78K) | $18.85(+45.72%) | 2026-03-31 | |
| SCHC | SCHWAB STRATEGIC TR | 3.47% | 1.65M | $76.9M | +2.64%(+42.29K) | $36.17(+34.21%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 2.94% | 354.0K | $65.2M | +1.93%(+6.72K) | $145.16(+37.89%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.78% | 1.31M | $61.8M | +4.66%(+58.45K) | $47.06(-0.68%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 2.42% | 208.8K | $53.7M | +2.73%(+5.55K) | $219.40(+37.31%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.36% | 273.1K | $52.4M | +0.91%(+2.45K) | $136.52(+57.42%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.08% | 1.99M | $46.2M | +3.90%(+74.80K) | $25.77(-10.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.27% | +45.31% |
| Top 20 Holdings Unweighted | +10.53% | +35.05% |
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