StockDriftsStockDriftsTop 50 Pearl Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.64% | 42.7K | $25.5M | +4.57%(+1.87K) | $619.43(+10.17%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 10.48% | 231.1K | $19.6M | +11.30%(+23.46K) | $80.91(+12.93%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 8.82% | 358.1K | $16.5M | new | $46.18(-0.41%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.56% | 351.2K | $16.0M | new | $45.83(-0.70%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.68% | 73.2K | $14.4M | +0.01%(+9) | $188.74(+10.40%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.78% | 44.2K | $12.7M | +5.69%(+2.38K) | $72.95(+5.61%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 5.15% | 176.3K | $9.6M | -3.91%(-7.18K) | $47.79(+41.95%) | 2026-03-31 | |
| DGRO | ISHARES TR | 4% | 106.5K | $7.5M | +4.80%(+4.88K) | $68.80(+6.35%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.86% | 65.3K | $7.2M | +2.42%(+1.55K) | $100.88(+16.78%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 3.52% | 58.6K | $6.6M | +2.93%(+1.67K) | $119.61(+9.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.86% | -2.56% |
| Top 20 Holdings Unweighted | -2.23% | -6.53% |
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