StockDriftsStockDriftsTop 50 Souders Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | 8.22% | 3.23M | $72.1M | +5.75%(+175.44K) | $22.77(-1.91%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.11% | 89.6K | $53.6M | -3.21%(-2.97K) | $368.41(+85.23%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.95% | 1.02M | $43.4M | -22.84%(-301.77K) | $29.31(+63.08%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.52% | 513.4K | $39.6M | +0.48%(+2.46K) | $55.31(+53.81%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 4.37% | 996.1K | $38.3M | +3.05%(+29.52K) | $26.58(+63.54%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.72% | 1.06M | $32.6M | +0.08%(+883) | $21.91(+44.94%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.5% | 671.7K | $30.6M | +2.71%(+17.73K) | $45.73(-0.48%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 3.16% | 777.2K | $27.7M | +4.76%(+35.33K) | $33.40(+20.37%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.46% | 426.7K | $21.6M | +1.89%(+7.90K) | $50.39(+0.25%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.28% | 686.6K | $20.0M | +1.96%(+13.21K) | $14.79(+132.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.73% | +28.55% |
| Top 20 Holdings Unweighted | +8.24% | +26.81% |
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