StockDriftsStockDriftsTop 50 Planning Directions Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 11.32% | 106.0K | $22.4M | new | $211.61(+5.76%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 7.53% | 485.0K | $14.9M | -63.93%(-859.61K) | $23.52(+34.72%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.51% | 69.0K | $14.8M | +1.39%(+949) | $136.14(+68.12%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 7.11% | 298.7K | $14.0M | +6.36%(+17.87K) | $47.00(-0.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.5% | 42.8K | $10.9M | +0.54%(+232) | $68.81(+313.01%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.36% | 229.9K | $10.6M | new | $46.18(-0.45%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 3.26% | 44.4K | $6.4M | +2.75%(+1.19K) | $82.22(+85.75%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.24% | 81.7K | $6.4M | -61.55%(-130.83K) | $79.52(-1.91%) | 2026-03-31 | |
| FLDR | FIDELITY MERRIMACK STR TR | 3.04% | 119.9K | $6.0M | +5.60%(+6.36K) | $49.94(+0.30%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.7% | 38.6K | $5.3M | -3.48%(-1.39K) | $109.51(+38.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.88% | +25.56% |
| Top 20 Holdings Unweighted | +7.62% | +24.65% |
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