StockDriftsStockDriftsTop 50 PlanVest Financial, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 6.05% | 259.2K | $8.0M | new | $29.06(+11.48%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.81% | 9.7K | $6.3M | new | $669.08(+11.86%) | 2026-03-31 | |
| QQQM | INVESCO NASDAQ 100 ETF | 3.97% | 22.0K | $5.2M | new | $245.27(+19.63%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3.73% | 49.4K | $4.9M | new | $99.57(-0.97%) | 2026-03-31 | |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | 3.45% | 135.7K | $4.5M | new | $33.49(+2.38%) | 2026-03-31 | |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 3.37% | 185.7K | $4.4M | new | $24.32(+13.39%) | 2026-03-31 | |
| FBND | FIDELITY TOTAL BOND ETF | 3.02% | 86.9K | $4.0M | new | $45.83(-0.79%) | 2026-03-31 | |
| XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | 2.68% | 83.7K | $3.5M | new | $42.13(+13.56%) | 2026-03-31 | |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 2.67% | 34.0K | $3.5M | new | $102.90(+10.14%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.65% | 5.4K | $3.5M | new | $666.13(+11.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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