StockDriftsStockDriftsTop 29 S. R. Schill & Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | 15.02% | 245.6K | $22.2M | -2.19%(-5.50K) | $62.60(+55.17%) | 2026-03-31 | |
| VTWO | VANGUARD RUSSELL 2000 ETF | 12.89% | 190.5K | $19.1M | -16.45%(-37.51K) | $68.42(+66.92%) | 2026-03-31 | |
| USRT | ISHARES CORE U.S. REIT ETF | 12.09% | 302.5K | $17.9M | -13.07%(-45.47K) | $52.91(+22.53%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 11.64% | 225.1K | $17.2M | +3.77%(+8.17K) | $37.92(+130.42%) | 2026-03-31 | |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 10.42% | 538.4K | $15.4M | +7.04%(+35.40K) | $29.69(-4.39%) | 2026-03-31 | |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 6.16% | 312.6K | $9.1M | +6.49%(+19.05K) | $29.87(-2.78%) | 2026-03-31 | |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | 4.23% | 257.5K | $6.3M | new | $21.91(+17.53%) | 2026-03-31 | |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 3.92% | 104.8K | $5.8M | +5.89%(+5.83K) | $58.29(-6.87%) | 2026-03-31 | |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | 3.55% | 59.8K | $5.3M | new | $80.96(+31.25%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 3.55% | 75.3K | $5.3M | new | $68.49(+19.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.12% | +12.87% |
| Top 20 Holdings Unweighted | +11.45% | +38.44% |
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