StockDriftsStockDriftsTop 50 Steele Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.19% | 376.8K | $246.1M | -0.17%(-634) | $472.33(+57.89%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 7.27% | 6.30M | $175.5M | +3.07%(+187.46K) | $20.09(+51.75%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 7.09% | 6.91M | $171.1M | +2.74%(+184.01K) | $18.11(+50.81%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.71% | 2.15M | $137.9M | +1.98%(+41.82K) | $48.72(+44.98%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.54% | 223.9K | $133.8M | +2.26%(+4.94K) | $458.17(+48.94%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.82% | 201.5K | $116.3M | -1.93%(-3.97K) | $385.68(+85.31%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.34% | 4.08M | $104.8M | +2.45%(+97.76K) | $19.08(+52.89%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.3% | 1.92M | $103.7M | +3.60%(+66.60K) | $41.58(+44.14%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.26% | 1.30M | $102.8M | +11.46%(+133.26K) | $77.08(+2.52%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.92% | 952.3K | $94.5M | +2.03%(+18.92K) | $97.33(+1.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.16% | +37.37% |
| Top 20 Holdings Unweighted | +10.51% | +34.95% |
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