StockDriftsStockDriftsTop 50 Planned Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 10.71% | 227.9K | $32.5M | +5.33%(+11.53K) | $100.33(+57.97%) | 2026-03-31 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 9.59% | 1.04M | $29.1M | -0.61%(-6.41K) | $13.72(+119.99%) | 2026-03-31 | |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 9.3% | 291.5K | $28.2M | -0.09%(-254) | $57.63(+73.37%) | 2026-03-31 | |
| JPIE | JPMORGAN INCOME ETF | 8.11% | 533.1K | $24.6M | +2.61%(+13.57K) | $45.35(+1.38%) | 2026-03-31 | |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | 5.09% | 240.8K | $15.4M | +2.37%(+5.57K) | $56.31(+32.52%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 4.91% | 131.5K | $14.9M | +2.90%(+3.70K) | $102.30(+28.50%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 4.08% | 21.4K | $12.4M | -1.88%(-409) | $405.73(+68.00%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4% | 133.7K | $12.1M | +4.06%(+5.22K) | $70.55(+35.27%) | 2026-03-31 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 2.84% | 77.8K | $8.6M | +1.49%(+1.14K) | $96.81(+24.12%) | 2026-03-31 | |
| JVAL | JP MORGAN US VALUE FACTOR ETF | 2.33% | 144.4K | $7.1M | -0.69%(-1.00K) | $32.35(+68.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.38% | +30.87% |
| Top 20 Holdings Unweighted | +10.20% | +33.84% |
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