StockDriftsStockDriftsTop 50 Meramec Financial Planners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 7.22% | 38.3K | $18.2M | +7.37%(+2.63K) | $469.41(-73.52%) | 2026-03-31 | |
| IWD | ISHARES TR | 5.45% | 60.5K | $13.7M | +6.31%(+3.59K) | $207.26(+13.23%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 5.31% | 46.9K | $13.4M | -3.49%(-1.70K) | $286.47(+0.30%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.92% | 60.8K | $12.4M | -0.24%(-145) | $188.74(+10.40%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.85% | 24.8K | $12.2M | +0.99%(+243) | $80.59(+8.59%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 4.41% | 57.6K | $11.1M | -4.77%(-2.89K) | $175.97(+9.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.06% | 37.5K | $10.2M | -0.91%(-344) | $263.24(+13.53%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.71% | 334.4K | $9.3M | +1.32%(+4.36K) | $26.62(+9.58%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.21% | 34.7K | $8.1M | -4.56%(-1.66K) | $210.25(+9.40%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 2.89% | 21.5K | $7.3M | -4.70%(-1.06K) | $299.86(+14.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.08% | -24.85% |
| Top 20 Holdings Unweighted | -6.34% | -17.85% |
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