StockDriftsStockDriftsTop 50 Schwallier Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 20.68% | 376.5K | $28.3M | -1.80%(-6.91K) | $55.39(+48.75%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 14.7% | 102.6K | $20.1M | -2.88%(-3.04K) | $156.38(+33.25%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 14.05% | 660.4K | $19.2M | +8.57%(+52.15K) | $25.14(+36.53%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.33% | 239.3K | $5.9M | -7.27%(-18.77K) | $18.41(+48.33%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.11% | 123.3K | $5.6M | new | $45.83(-0.70%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.96% | 118.6K | $5.4M | -6.54%(-8.30K) | $36.03(+39.52%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 3.87% | 201.4K | $5.3M | new | $26.38(-2.29%) | 2026-03-31 | |
| SMBS | SCHWAB STRATEGIC TR | 3.29% | 176.2K | $4.5M | new | $25.61(-0.97%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 2.76% | 72.0K | $3.8M | new | $52.54(+0.11%) | 2026-03-31 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 2.73% | 56.0K | $3.7M | -5.34%(-3.16K) | $58.07(+25.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.67% | +24.81% |
| Top 20 Holdings Unweighted | +7.08% | +22.77% |
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