StockDriftsStockDriftsTop 48 Penney Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSLC | GOLDMAN SACHS ETF TR | 22.93% | 477.7K | $59.8M | +1.07%(+5.08K) | $96.23(+46.06%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 15.81% | 128.4K | $41.2M | +3.50%(+4.34K) | $240.76(+51.48%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.45% | 343.6K | $22.0M | +0.48%(+1.65K) | $48.02(+47.07%) | 2026-03-31 | |
| SGOV | ISHARES TR | 6.66% | 172.5K | $17.4M | -6.09%(-11.19K) | $100.63(-0.12%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.86% | 140.1K | $12.7M | +6.44%(+8.47K) | $74.30(+30.74%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.69% | 208.6K | $9.6M | +3.62%(+7.28K) | $46.19(-0.44%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.63% | 308.2K | $9.5M | +0.49%(+1.52K) | $25.19(+26.06%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.45% | 60.7K | $9.0M | -0.24%(-148) | $111.24(+39.92%) | 2026-03-31 | |
| FLMI | FRANKLIN TEMPLETON ETF TR | 2.79% | 293.0K | $7.3M | +12.51%(+32.57K) | $24.74(+0.60%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 2.73% | 91.9K | $7.1M | +3.95%(+3.49K) | $77.51(-0.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.59% | +38.94% |
| Top 20 Holdings Unweighted | +8.29% | +26.97% |
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