StockDriftsStockDriftsTop 50 Spreng Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.19% | 68.8K | $44.9M | -6.11%(-4.47K) | $450.53(+66.82%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 10.27% | 747.5K | $21.8M | -26.07%(-263.54K) | $21.96(+57.95%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.67% | 37.2K | $16.3M | -29.71%(-15.73K) | $61.39(+44.15%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.12% | 60.4K | $13.0M | +17.88%(+9.15K) | $185.27(+24.61%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 5.58% | 80.0K | $11.8M | +18.49%(+12.48K) | $117.42(+33.91%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.35% | 47.0K | $9.2M | +5.32%(+2.37K) | $164.39(+27.14%) | 2026-03-31 | |
| IBDW | ISHARES TR | 3.76% | 381.2K | $8.0M | new | $21.04(-1.05%) | 2026-03-31 | |
| IBTJ | ISHARES TR | 3.33% | 323.3K | $7.1M | +9.99%(+29.37K) | $21.76(-0.44%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.21% | 221.6K | $6.8M | -29.97%(-94.84K) | $23.55(+35.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.1% | 17.7K | $6.6M | +5.63%(+946) | $176.72(+131.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.15% | +64.92% |
| Top 20 Holdings Unweighted | +16.79% | +59.32% |
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