StockDriftsStockDriftsTop 50 Paradigm, Strategies in Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 13.32% | 639.8K | $19.6M | -6.62%(-45.34K) | $23.73(+36.49%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 12.93% | 654.4K | $19.1M | -4.55%(-31.20K) | $16.64(+105.05%) | 2026-03-31 | |
| HEFA | ISHARES TR | 11.44% | 396.7K | $16.9M | -8.72%(-37.88K) | $35.07(+32.16%) | 2026-03-31 | |
| IJR | ISHARES TR | 11.01% | 130.6K | $16.2M | -6.62%(-9.26K) | $96.23(+52.21%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 8.97% | 261.1K | $13.2M | -10.96%(-32.16K) | $50.36(+0.12%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.21% | 310.2K | $7.7M | -2.75%(-8.76K) | $15.14(+81.46%) | 2026-03-31 | |
| IBDZ | ISHARES TR | 3.45% | 195.4K | $5.1M | -9.90%(-21.45K) | $26.03(-0.34%) | 2026-03-31 | |
| IBCA | ISHARES TR | 2.58% | 148.4K | $3.8M | +92.11%(+71.14K) | $25.27(+1.02%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.57% | 26.2K | $3.8M | +0.01%(+3) | $141.53(+6.98%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.55% | 5.8K | $3.8M | -2.41%(-143) | $396.31(+87.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.78% | +25.20% |
| Top 20 Holdings Unweighted | +6.11% | +19.46% |
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