StockDriftsStockDriftsTop 50 Quantum Financial Planning Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 24.35% | 855.1K | $67.8M | +5.81%(+46.97K) | $78.84(+0.15%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 20.68% | 131.8K | $57.6M | +5.10%(+6.40K) | $67.05(+25.73%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 14.83% | 539.4K | $41.3M | +6.70%(+33.87K) | $69.59(+22.42%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 10.26% | 369.0K | $28.6M | +2.65%(+9.53K) | $77.44(-0.55%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.16% | 795.8K | $28.3M | +3.02%(+23.31K) | $32.49(+14.71%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 3.87% | 312.8K | $10.8M | -1.98%(-6.31K) | $32.78(+12.06%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.34% | 153.2K | $6.5M | +7.09%(+10.14K) | $38.67(+20.67%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.25% | 100.3K | $6.3M | +13.65%(+12.05K) | $56.08(+19.72%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.16% | 32.5K | $3.2M | -4.61%(-1.57K) | $100.06(-1.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.83% | 9.1K | $2.3M | -2.52%(-234) | $243.19(+16.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.74% | +11.66% |
| Top 20 Holdings Unweighted | +4.73% | +14.88% |
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