StockDriftsStockDriftsTop 50 Rebalance, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 21.98% | 15.08M | $378.6M | +0.80%(+119.28K) | $17.32(+66.72%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 13.79% | 740.6K | $237.6M | -0.78%(-5.79K) | $205.17(+79.73%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 9.92% | 6.90M | $170.9M | +0.29%(+20.08K) | $16.71(+64.43%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 8.42% | 1.46M | $145.0M | +2.84%(+40.36K) | $97.68(+0.95%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 5.92% | 1.59M | $101.9M | -1.33%(-21.41K) | $41.31(+71.40%) | 2026-03-31 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 5.17% | 1.08M | $89.1M | +2.80%(+29.36K) | $78.36(+5.08%) | 2026-03-31 | |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 4.18% | 2.18M | $72.0M | +0.76%(+16.46K) | $24.59(+45.78%) | 2026-03-31 | |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 3.72% | 1.74M | $64.0M | +3.44%(+57.78K) | $34.92(+5.63%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 3.06% | 424.5K | $52.8M | +0.09%(+394) | $93.91(+55.98%) | 2026-03-31 | |
| VNQ | VANGUARD REAL ESTATE ETF | 3.01% | 584.3K | $51.8M | +1.86%(+10.68K) | $82.26(+19.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.59% | +31.61% |
| Top 20 Holdings Unweighted | +6.95% | +22.34% |
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