StockDriftsStockDriftsTop 50 Summit Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 8.79% | 2.06M | $63.2M | +1.17%(+23.86K) | $15.66(+106.90%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.85% | 1.44M | $42.1M | +3.21%(+44.95K) | $7.37(+362.67%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.57% | 1.62M | $40.1M | +1.69%(+26.93K) | $16.92(+62.31%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 5.46% | 1.27M | $39.3M | +0.65%(+8.22K) | $17.84(+101.60%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 5.23% | 1.23M | $37.6M | +4.85%(+56.98K) | $18.36(+87.57%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 5.21% | 387.0K | $37.4M | +1.29%(+4.92K) | $74.01(+43.62%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.53% | 393.1K | $32.5M | +2.70%(+10.33K) | $82.95(-0.73%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.31% | 311.8K | $30.9M | +8.91%(+25.52K) | $100.18(-1.57%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.06% | 176.7K | $22.0M | +1.40%(+2.44K) | $1389.64(-89.46%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.9% | 31.9K | $20.8M | +0.03%(+9) | $10688.21(-93.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.01% | +33.15% |
| Top 20 Holdings Unweighted | +10.70% | +35.65% |
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