StockDriftsStockDriftsTop 50 Sarver Vrooman Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND ETF EQUITY | 31.26% | 1.65M | $50.7M | +0.07%(+1.11K) | $27.64(+17.19%) | 2026-03-31 | |
| IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | 28.29% | 2.19M | $45.9M | +0.40%(+8.66K) | $20.56(+1.00%) | 2026-03-31 | |
| IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | 26.56% | 1.65M | $43.1M | +7753.53%(+1.63M) | $26.21(-1.04%) | 2026-03-31 | |
| DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | 2.54% | 46.9K | $4.1M | -3.25%(-1.58K) | $81.81(+17.17%) | 2026-03-31 | |
| DBEF | XTRACKERS MSCI EAFE ETF EQUITY | 2.34% | 76.9K | $3.8M | -2.33%(-1.83K) | $43.22(+26.66%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | 2.2% | 44.4K | $3.6M | new | $78.19(+16.17%) | 2026-03-31 | |
| BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | 0.53% | 36.0K | $853K | +0.32%(+115) | $23.58(+0.21%) | 2026-03-31 | |
| BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | 0.52% | 38.9K | $849K | +0.32%(+123) | $21.65(+1.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.42% | 2.7K | $674K | +0.00%(+0) | $222.86(+38.48%) | 2026-03-31 | |
| IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | 0.33% | 21.5K | $542K | +4.00%(+826) | $25.33(-0.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.89% | +12.12% |
| Top 20 Holdings Unweighted | +6.59% | +21.10% |
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