StockDriftsStockDriftsTop 50 Strategic Family Wealth Counselors, L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 4.03% | 527.1K | $15.4M | -0.88%(-4.69K) | $13.66(+149.85%) | 2026-03-31 | |
| RBLX | ROBLOX CORP | 3.89% | 261.5K | $14.8M | -0.05%(-121) | $64.85(-14.56%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.69% | 457.3K | $14.0M | -0.70%(-3.22K) | $21.20(+52.81%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.3% | 84.7K | $12.5M | +1.08%(+906) | $92.79(+71.87%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.21% | 18.8K | $12.2M | -0.13%(-24) | $428.21(+73.93%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.01% | 284.8K | $11.4M | +1.53%(+4.29K) | $22.15(+110.05%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.88% | 428.1K | $11.0M | -1.97%(-8.62K) | $12.14(+142.22%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 2.86% | 374.5K | $10.9M | -3.54%(-13.76K) | $20.00(+74.64%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.83% | 348.1K | $10.8M | -3.29%(-11.84K) | $21.05(+70.87%) | 2026-03-31 | |
| DLN | WISDOMTREE TR | 2.81% | 119.7K | $10.7M | +0.38%(+452) | $58.60(+65.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.64% | +35.42% |
| Top 20 Holdings Unweighted | +12.66% | +43.00% |
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