StockDriftsStockDriftsTop 50 Serenity Investment Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 17.23% | 1.07M | $36.8M | +11.57%(+111.08K) | $32.12(+6.22%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 14.99% | 961.4K | $32.0M | +8.50%(+75.33K) | $29.41(+17.05%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 8.6% | 674.4K | $18.4M | +14.20%(+83.87K) | $23.75(+15.66%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 8.53% | 233.5K | $18.2M | +336.74%(+180.07K) | $72.36(+11.26%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.3% | 192.1K | $11.3M | +15.43%(+25.68K) | $53.96(+9.41%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 5.25% | 286.1K | $11.2M | new | $36.17(+11.64%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.47% | 31.8K | $7.4M | +5.45%(+1.64K) | $210.47(+15.56%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 3.24% | 20.0K | $6.9M | +6.09%(+1.15K) | $300.00(+19.29%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.2% | 123.0K | $6.8M | +24.25%(+24.01K) | $48.66(+12.76%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.26% | 57.1K | $4.8M | +21.60%(+10.13K) | $74.77(+13.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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