StockDriftsStockDriftsTop 50 Sound Stewardship, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 14.89% | 441.4K | $32.5M | +5.59%(+23.35K) | $72.93(+0.43%) | 2026-03-31 | |
| FNDB | SCHWAB STRATEGIC TR | 7.98% | 640.4K | $17.4M | +0.85%(+5.42K) | $17.60(+67.77%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.24% | 20.8K | $13.6M | +3.38%(+681) | $409.13(+77.69%) | 2026-03-31 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 4.86% | 48.5K | $10.6M | -16.98%(-9.93K) | $85.47(+148.94%) | 2026-03-31 | |
| SCZ | ISHARES TR | 4.74% | 131.9K | $10.3M | +0.50%(+650) | $55.42(+50.97%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 4.65% | 313.0K | $10.2M | +3.92%(+11.81K) | $24.01(+49.24%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 4.06% | 181.2K | $8.9M | -3.33%(-6.25K) | $28.53(+82.49%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.96% | 422.9K | $8.6M | +5.57%(+22.31K) | $20.32(+0.50%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 3.88% | 431.9K | $8.5M | +5.26%(+21.57K) | $19.40(+1.28%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.88% | 132.2K | $8.5M | -0.21%(-280) | $42.66(+61.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.99% | +33.05% |
| Top 20 Holdings Unweighted | +10.33% | +34.31% |
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