StockDriftsStockDriftsTop 50 Planning Alternatives LTD Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 35.04% | 415.6K | $271.5M | +0.25%(+1.06K) | $186.23(+301.89%) | 2026-03-31 | |
| IJH | ISHARES TR | 11.33% | 1.30M | $87.8M | +2.09%(+26.65K) | $37.51(+102.86%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 10.77% | 744.4K | $83.5M | +22.94%(+138.91K) | $101.00(+49.34%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.26% | 1.24M | $79.5M | -3.51%(-45.16K) | $39.92(+77.39%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.66% | 352.7K | $43.8M | +1.17%(+4.07K) | $87.29(+67.80%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 3.42% | 483.0K | $26.5M | -20.23%(-122.52K) | $55.20(+8.99%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.14% | 65.2K | $16.5M | +6.28%(+3.85K) | $102.73(+200.43%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.13% | 667.3K | $16.5M | -1.01%(-6.78K) | $14.73(+86.45%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.04% | 36.1K | $15.8M | -1.07%(-390) | $11.83(+622.98%) | 2026-03-31 | |
| XCEM | COLUMBIA ETF TR II | 2.03% | 385.0K | $15.7M | +18.69%(+60.64K) | $28.32(+78.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.74% | +47.15% |
| Top 20 Holdings Unweighted | +13.50% | +46.20% |
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