StockDriftsStockDriftsTop 50 Unify Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 8.99% | 373.2K | $8.7M | +3.89%(+13.96K) | $23.42(-1.56%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.76% | 11.4K | $7.5M | +17.55%(+1.71K) | $675.92(+10.73%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.42% | 19.3K | $6.2M | +1.43%(+271) | $331.67(+11.18%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 5.1% | 195.7K | $4.9M | -0.82%(-1.62K) | $25.97(+11.17%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.6% | 94.3K | $4.4M | +21.59%(+16.75K) | $47.02(-0.87%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.4% | 29.0K | $3.3M | +7.47%(+2.01K) | $121.73(+11.24%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.64% | 12.0K | $2.5M | +29.57%(+2.75K) | $209.82(+9.71%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.32% | 29.0K | $2.2M | +3.01%(+847) | $74.50(+13.87%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.05% | 28.4K | $2.0M | +12.84%(+3.23K) | $66.77(+19.58%) | 2026-03-31 | |
| EFV | ISHARES TR | 1.96% | 25.4K | $1.9M | -12.58%(-3.65K) | $69.62(+11.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.99% | -36.38% |
| Top 20 Holdings Unweighted | -16.53% | -41.84% |
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