StockDriftsStockDriftsTop 50 Next Level Wealth Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 29.22% | 95.2K | $56.9M | +2.01%(+1.88K) | $539.57(+26.47%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.67% | 533.2K | $20.8M | +3.21%(+16.56K) | $31.54(+32.04%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 9.35% | 63.4K | $18.2M | +2.68%(+1.66K) | $66.72(+15.47%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 7.48% | 45.4K | $14.6M | -1.97%(-914) | $286.85(+27.14%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 6.92% | 462.5K | $13.5M | +2.42%(+10.94K) | $27.29(+25.78%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.91% | 438.3K | $13.4M | +1.71%(+7.35K) | $27.64(+14.88%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.34% | 99.2K | $12.3M | +2.08%(+2.02K) | $115.00(+17.64%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.59% | 67.1K | $5.0M | -7.01%(-5.06K) | $60.41(+37.32%) | 2026-03-31 | |
| SGOV | ISHARES TR | 1.83% | 35.4K | $3.6M | new | $100.52(-0.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.25% | 9.6K | $2.4M | +3.35%(+312) | $233.03(+28.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.26% | +34.04% |
| Top 20 Holdings Unweighted | +11.30% | +37.89% |
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