StockDriftsStockDriftsTop 40 Strategic Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 12.65% | 861.3K | $21.6M | new | $99.57(-0.94%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 10.78% | 633.4K | $18.4M | new | $83.58(+9.00%) | 2026-03-31 | |
| AVSD | AMERICAN CENTY ETF TR | 9.82% | 310.6K | $16.8M | new | $73.95(+7.39%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 9.39% | 351.7K | $16.1M | new | $78.80(+20.60%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.58% | 77.2K | $11.2M | +11.69%(+8.08K) | $54.80(-12.47%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 6.05% | 481.2K | $10.3M | new | $96.92(+13.63%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 5.68% | 200.8K | $9.7M | new | $111.48(+12.93%) | 2026-03-31 | |
| BBUS | J P MORGAN EXCHANGE-TRADED F | 4.4% | 161.1K | $7.5M | new | $120.24(+12.01%) | 2026-03-31 | |
| AVSE | AMERICAN CENTY ETF TR | 3.66% | 240.9K | $6.3M | new | $65.77(+20.72%) | 2026-03-31 | |
| HPQ | HP INC | 3% | 16.0K | $5.1M | new | $20.74(+0.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.68% | +35.60% |
| Top 20 Holdings Unweighted | +10.17% | +33.71% |
Sign up free to track Strategic Financial Planning, Inc., compare funds side by side, and get alerts the moment positions change.