StockDriftsStockDriftsTop 35 Summitpoint Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 15.63% | 377.5K | $12.3M | new | $30.87(+10.51%) | 2026-03-31 | |
| ACWX | ISHARES TR | 7.68% | 90.1K | $6.1M | new | $67.80(+10.96%) | 2026-03-31 | |
| IEI | ISHARES TR | 6.84% | 45.2K | $5.4M | new | $118.97(-1.57%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 5.97% | 156.4K | $4.7M | new | $30.51(+17.88%) | 2026-03-31 | |
| TOTL | SSGA ACTIVE ETF TR | 5.83% | 114.1K | $4.6M | new | $39.99(-1.64%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.56% | 61.1K | $4.4M | new | $71.74(+11.77%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.4% | 176.8K | $4.3M | new | $24.40(+12.61%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.13% | 5.2K | $3.3M | new | $612.34(+11.84%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 4.09% | 63.6K | $3.2M | new | $50.48(+0.15%) | 2026-03-31 | |
| HEFA | ISHARES TR | 3.71% | 70.6K | $2.9M | new | $41.93(+10.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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