StockDriftsStockDriftsTop 50 Ofc Financial Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 20.51% | 82.2K | $20.9M | +0.00%(+0) | $232.35(+32.83%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 14.81% | 25.2K | $15.1M | -0.38%(-96) | $536.37(+27.68%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.93% | 9.2K | $6.0M | +0.00%(+0) | $582.75(+28.43%) | 2026-03-31 | |
| PTLC | PACER FDS TR | 3.93% | 76.3K | $4.0M | -2.24%(-1.75K) | $52.98(+9.74%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.69% | 5.8K | $3.8M | -0.17%(-10) | $579.92(+28.43%) | 2026-03-31 | |
| ICSH | ISHARES TR | 3.05% | 61.4K | $3.1M | -1.56%(-972) | $50.59(-0.29%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.92% | 33.7K | $3.0M | -1.18%(-404) | $49.81(+55.61%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.44% | 32.2K | $2.5M | -1.03%(-335) | $61.88(+37.10%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.23% | 5.3K | $2.3M | -0.47%(-25) | $242.60(+55.87%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 1.95% | 6.9K | $2.0M | -0.61%(-42) | $66.46(+21.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.36% | +23.73% |
| Top 20 Holdings Unweighted | +11.36% | +38.10% |
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