StockDriftsStockDriftsTop 41 Pps&V Asset Management Consultants, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares S&P 500 Index | 27.39% | 68.7K | $44.9M | -1.47%(-1.03K) | $383.53(+89.55%) | 2026-03-31 | |
| QQQ | Invesco QQQ Trust | 18.24% | 51.8K | $29.9M | -1.50%(-788) | $281.83(+141.86%) | 2026-03-31 | |
| SCHG | Schwab US Large Cap Growth | 10.5% | 590.2K | $17.2M | -0.73%(-4.35K) | $14.88(+123.22%) | 2026-03-31 | |
| VYM | Vanguard High Dividend Yield | 7.19% | 79.5K | $11.8M | +0.66%(+522) | $105.33(+48.42%) | 2026-03-31 | |
| IJR | iShares Core S&P Small-Cap | 6.45% | 85.0K | $10.6M | +0.76%(+639) | $94.91(+45.52%) | 2026-03-31 | |
| SCHD | Schwab US Dividend Equity | 5.79% | 308.9K | $9.5M | -0.12%(-359) | $24.32(+30.30%) | 2026-03-31 | |
| SCHM | Schwab US Mid Cap | 5.01% | 264.9K | $8.2M | +0.19%(+509) | $22.26(+54.68%) | 2026-03-31 | |
| AAPL | Apple Inc. | 4.34% | 28.0K | $7.1M | -4.28%(-1.25K) | $139.16(+104.21%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market | 2.92% | 14.9K | $4.8M | +2.03%(+296) | $198.36(+79.97%) | 2026-03-31 | |
| IJH | iShares Core S&P Mid-Cap | 1.27% | 30.9K | $2.1M | +1.34%(+408) | $50.39(+45.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.14% | +56.68% |
| Top 20 Holdings Unweighted | +15.44% | +53.83% |
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