StockDriftsStockDriftsTop 50 Panoramic Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.61% | 328.8K | $25.2M | +2.02%(+6.52K) | $55.34(+58.43%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 3.71% | 88.5K | $6.9M | +3.24%(+2.78K) | $77.74(-0.69%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.7% | 224.4K | $6.8M | +1.98%(+4.36K) | $22.04(+56.22%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.52% | 14.9K | $6.5M | +7.82%(+1.08K) | $59.69(+43.25%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.81% | 178.3K | $5.2M | +0.23%(+401) | $17.21(+98.31%) | 2026-03-31 | |
| ICSH | ISHARES TR | 2.71% | 99.0K | $5.0M | +3.42%(+3.27K) | $50.38(+0.11%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.64% | 17.0K | $4.9M | -5.58%(-1.01K) | $92.44(+285.31%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.2% | 132.5K | $4.1M | -2.08%(-2.81K) | $23.79(+36.12%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 2.15% | 111.5K | $4.0M | +6.64%(+6.94K) | $30.54(+30.03%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 1.88% | 23.4K | $3.5M | +1.14%(+263) | $104.48(+52.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.96% | +32.96% |
| Top 20 Holdings Unweighted | +9.66% | +31.87% |
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