StockDriftsStockDriftsTop 50 Northwest Quadrant Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 28.22% | 5.29M | $135.8M | -0.12%(-6.55K) | $2636.21(-98.88%) | 2026-03-31 | |
| TFLO | ISHARES TR | 11.95% | 1.14M | $57.5M | +3.33%(+36.65K) | $50.46(+0.12%) | 2026-03-31 | |
| IEFA | ISHARES TR | 11.9% | 632.5K | $57.3M | +1.13%(+7.04K) | $67.60(+43.94%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 10.48% | 1.64M | $50.4M | +1.78%(+28.70K) | $25.26(+28.22%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 10.35% | 173.4K | $49.8M | -1.44%(-2.54K) | $42.30(+90.33%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 6.16% | 136.5K | $29.7M | +0.59%(+796) | $140.73(+72.83%) | 2026-03-31 | |
| SHV | ISHARES TR | 5.75% | 250.6K | $27.7M | -1.42%(-3.60K) | $110.23(-0.12%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.38% | 208.1K | $25.9M | -3.25%(-6.99K) | $77.83(+88.21%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 0.98% | 53.3K | $4.7M | -14.74%(-9.21K) | $81.76(+19.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.91% | 17.3K | $4.4M | -1.15%(-200) | $100.84(+206.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.96% | +32.95% |
| Top 20 Holdings Unweighted | +14.15% | +48.74% |
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