StockDriftsStockDriftsTop 32 Transparent Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 26.02% | 231.2K | $35.6M | +1.08%(+2.48K) | — | 2023-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 19.75% | 414.6K | $27.0M | +0.51%(+2.09K) | — | 2023-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 10.12% | 95.7K | $13.8M | +1.13%(+1.07K) | — | 2023-03-31 | |
| IJR | ISHARES TR | 9.79% | 138.5K | $13.4M | +3.15%(+4.23K) | — | 2023-03-31 | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | 5.76% | 382.4K | $7.9M | +0.97%(+3.67K) | — | 2023-03-31 | |
| VO | VANGUARD INDEX FDS | 5.36% | 34.8K | $7.3M | +2.86%(+967) | — | 2023-03-31 | |
| MGV | VANGUARD WORLD FD | 4.57% | 61.9K | $6.3M | +0.68%(+420) | — | 2023-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.88% | 60.0K | $3.9M | -2.82%(-1.74K) | — | 2023-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.69% | 14.8K | $3.7M | -4.26%(-658) | — | 2023-03-31 | |
| EFA | ISHARES TR | 1.68% | 32.1K | $2.3M | +2.09%(+659) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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