StockDriftsStockDriftsTop 25 Schaeffer Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | 28.73% | 649.4K | $34.1M | +6.45%(+39.33K) | $51.80(+1.12%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 19.06% | 902.4K | $22.6M | +2.32%(+20.45K) | $18.40(+55.25%) | 2026-03-31 | |
| SPGM | SPDR INDEX SHS FDS | 16.01% | 251.2K | $19.0M | -0.28%(-710) | $56.30(+51.36%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 11.9% | 461.0K | $14.1M | +2.94%(+13.15K) | $25.66(+23.75%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 10.6% | 432.1K | $12.6M | +1.11%(+4.73K) | $21.66(+58.44%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 3.48% | 133.7K | $4.1M | +2.27%(+2.96K) | $24.57(+40.29%) | 2026-03-31 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 2.24% | 36.5K | $2.7M | +0.19%(+68) | $64.75(+12.31%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 1.57% | 61.1K | $1.9M | +7.10%(+4.05K) | $23.25(+41.26%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 0.91% | 6.4K | $1.1M | new | $145.00(+4.53%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.73% | 2.3K | $868K | +0.00%(+0) | $500.79(-19.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.71% | +2.13% |
| Top 20 Holdings Unweighted | +1.29% | +3.91% |
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