StockDriftsStockDriftsTop 32 Steffes Financial LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 29.53% | 392.8K | $56.0M | -0.77%(-3.07K) | $147.17(+9.47%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 22.69% | 72.0K | $43.0M | +1.71%(+1.21K) | $619.63(+9.65%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 12.56% | 817.4K | $23.8M | +10.05%(+74.63K) | $32.14(+6.60%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 11.06% | 51.4K | $21.0M | +8.57%(+4.06K) | $73.15(+12.35%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.67% | 285.8K | $18.3M | +12.96%(+32.79K) | $61.43(+12.45%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.03% | 134.9K | $5.7M | +1.41%(+1.88K) | $42.84(+11.63%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.62% | 12.1K | $3.1M | -15.69%(-2.25K) | $263.24(+14.05%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 1.49% | 19.0K | $2.8M | -4.30%(-855) | $142.24(+9.51%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 0.99% | 6.5K | $1.9M | -20.76%(-1.71K) | $278.05(+42.70%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 0.91% | 6.6K | $1.7M | -1.24%(-83) | $256.12(+10.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -18.29% | -45.45% |
| Top 20 Holdings Unweighted | -12.50% | -33.02% |
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