StockDriftsStockDriftsTop 50 Seneca Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 9.47% | 150.2K | $32.3M | +1.75%(+2.58K) | $138.62(+64.97%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 8.42% | 986.8K | $28.7M | +17.48%(+146.86K) | $19.87(+72.74%) | 2026-03-31 | |
| STIP | ISHARES TR | 7.54% | 248.7K | $25.7M | +6.09%(+14.28K) | $103.09(+0.61%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 7.22% | 925.9K | $24.6M | +12.50%(+102.91K) | $26.70(+0.33%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 6.9% | 761.0K | $23.6M | +3.95%(+28.89K) | $24.04(+43.39%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.59% | 291.8K | $22.5M | +0.09%(+272) | $68.85(+23.57%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 6.43% | 439.6K | $21.9M | +0.67%(+2.94K) | $49.88(+0.44%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 5.71% | 638.7K | $19.5M | -2.18%(-14.25K) | $21.00(+56.37%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 5.39% | 632.9K | $18.4M | +33.20%(+157.76K) | $24.56(+34.76%) | 2026-03-31 | |
| EFG | ISHARES TR | 5.31% | 162.8K | $18.1M | +10.89%(+15.99K) | $108.98(+11.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.50% | +34.93% |
| Top 20 Holdings Unweighted | +9.21% | +30.25% |
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