StockDriftsStockDriftsTop 50 Virginia Estate & Retirement Planning Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | 60.26% | 342.2K | $34.4M | new | $22.97(-1.22%) | 2026-03-31 | |
| SGOV | ISHARES TR | 25.55% | 145.1K | $14.6M | new | $100.52(-0.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.37% | 5.3K | $1.4M | new | $262.82(+17.43%) | 2026-03-31 | |
| TOK | ISHARES TR | 1.21% | 6.5K | $690K | new | $135.71(+10.64%) | 2026-03-31 | |
| PSLV | SPROTT ASSET MANAGEMENT LP | 0.99% | 16.6K | $567K | new | $24.02(-19.03%) | 2026-03-31 | |
| SCCR | SCHWAB STRATEGIC TR | 0.7% | 401.0K | $401K | new | $25.78(-1.22%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 0.7% | 3.4K | $398K | new | $72.17(+11.55%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 0.48% | 3.7K | $272K | new | $219.55(+10.53%) | 2026-03-31 | |
| VIDI | ETF SER SOLUTIONS | 0.47% | 8.9K | $268K | new | $34.91(+11.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.44% | 684 | $253K | new | $426.90(-8.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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