StockDriftsStockDriftsTop 50 Milestone Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 9.59% | 528.1K | $39.7M | +0.42%(+2.20K) | $48.63(+69.44%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.19% | 1.02M | $29.8M | +0.75%(+7.66K) | $14.55(+135.82%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 6.25% | 1.01M | $25.9M | -1.01%(-10.25K) | $14.61(+99.70%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 4.35% | 326.1K | $18.0M | +1.96%(+6.26K) | $46.95(+26.54%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.32% | 40.9K | $17.9M | -1.14%(-473) | $38.47(+127.50%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.23% | 533.2K | $13.4M | -1.53%(-8.26K) | $14.85(+92.38%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.02% | 274.2K | $12.5M | -0.60%(-1.67K) | $45.81(-0.65%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.9% | 141.5K | $12.0M | +13.60%(+16.94K) | $69.36(+31.74%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.88% | 80.4K | $11.9M | +6.71%(+5.06K) | $107.71(+44.50%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.74% | 39.5K | $11.3M | +15.34%(+5.25K) | $65.41(+17.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.01% | +40.54% |
| Top 20 Holdings Unweighted | +10.62% | +35.35% |
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