StockDriftsStockDriftsTop 48 Vista Cima Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 11.47% | 398.7K | $11.6M | -16.15%(-76.79K) | $27.09(+28.07%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 7.07% | 156.7K | $7.2M | +50.07%(+52.29K) | $39.08(+28.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.61% | 38.4K | $6.7M | -0.04%(-17) | $161.64(+45.84%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.35% | 71.0K | $6.4M | +120.78%(+38.85K) | $83.12(+16.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.24% | 20.9K | $5.3M | -2.29%(-491) | $240.65(+23.92%) | 2026-03-31 | |
| SMLF | ISHARES TR | 4.45% | 59.7K | $4.5M | -5.81%(-3.69K) | $67.15(+24.13%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.3% | 15.2K | $4.4M | -23.13%(-4.56K) | $66.45(+16.66%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.1% | 11.2K | $4.2M | +0.38%(+42) | $462.20(-11.42%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.87% | 55.8K | $3.9M | -29.81%(-23.68K) | $62.46(+18.16%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.64% | 120.1K | $3.7M | -28.37%(-47.56K) | $27.63(+15.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.35% | +57.51% |
| Top 20 Holdings Unweighted | +16.29% | +57.26% |
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