StockDriftsStockDriftsTop 50 Thrive Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 25.2% | 861.7K | $169.1M | +3.57%(+29.72K) | $145.92(+41.53%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 23.09% | 5.32M | $154.9M | +8.03%(+395.36K) | $19.34(+71.75%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.14% | 32.4K | $21.1M | -1.35%(-444) | $426.01(+69.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.16% | 57.0K | $14.5M | +1.03%(+581) | $177.58(+60.03%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.1% | 32.2K | $14.1M | +6.12%(+1.85K) | $46.60(+80.93%) | 2026-03-31 | |
| INTF | ISHARES TR | 1.99% | 342.2K | $13.3M | -0.35%(-1.21K) | $24.26(+68.50%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 1.63% | 17.8K | $11.0M | -2.34%(-425) | $548.21(+22.00%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.47% | 16.5K | $9.9M | +2.71%(+435) | $377.65(+76.17%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 1.37% | 31.2K | $9.2M | -2.43%(-776) | $214.64(+52.39%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 1.35% | 366.8K | $9.1M | +0.60%(+2.19K) | $18.63(+43.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.12% | +56.57% |
| Top 20 Holdings Unweighted | +15.35% | +53.46% |
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