StockDriftsStockDriftsTop 50 Pacific Center for Financial Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 14.19% | 1.12M | $55.9M | +12.17%(+121.96K) | $49.68(+0.07%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 12.72% | 86.9K | $50.2M | -8.06%(-7.62K) | $129.86(+454.28%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 10.57% | 129.9K | $41.7M | -6.47%(-8.99K) | $142.01(+158.71%) | 2026-03-31 | |
| SMLF | ISHARES TR | 7.24% | 378.3K | $28.6M | -5.12%(-20.43K) | $61.46(+35.62%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.57% | 90.1K | $25.9M | -2.11%(-1.94K) | $59.48(+30.34%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.31% | 322.6K | $24.9M | +1440.83%(+301.71K) | $74.91(+13.49%) | 2026-03-31 | |
| USMV | ISHARES TR | 5.43% | 231.0K | $21.4M | -3.07%(-7.31K) | $71.91(+32.37%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.7% | 216.1K | $14.6M | -5.88%(-13.50K) | $42.39(+73.24%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.17% | 34.0K | $12.5M | -2.29%(-798) | $33.70(+166.27%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.22% | 154.7K | $8.8M | -3.53%(-5.66K) | $54.07(+3.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.61% | +35.31% |
| Top 20 Holdings Unweighted | +11.13% | +37.24% |
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