StockDriftsStockDriftsTop 50 Waller Financial Planning Group, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.7% | 108.9K | $71.1M | +2.69%(+2.85K) | $485.98(+49.59%) | 2026-03-31 | |
| EFV | ISHARES TR | 8.39% | 511.3K | $38.0M | +8.99%(+42.18K) | $65.70(+17.25%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 8.31% | 384.6K | $37.7M | +8.89%(+31.40K) | $92.08(+23.54%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 7.54% | 157.3K | $34.2M | +6.84%(+10.07K) | $208.89(+11.12%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 7.44% | 595.9K | $33.7M | +4.60%(+26.23K) | $51.09(+17.37%) | 2026-03-31 | |
| IGEB | ISHARES TR | 6.09% | 612.4K | $27.6M | +5.77%(+33.40K) | $44.42(+1.22%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 5.46% | 965.5K | $24.7M | +3.64%(+33.88K) | $28.26(-9.87%) | 2026-03-31 | |
| EFG | ISHARES TR | 5.3% | 215.7K | $24.0M | +8.32%(+16.56K) | $106.03(+12.76%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.04% | 744.3K | $22.8M | +5.18%(+36.63K) | $25.92(+22.25%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.83% | 281.2K | $12.8M | -2.06%(-5.91K) | $28.92(+70.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.16% | +26.52% |
| Top 20 Holdings Unweighted | +9.66% | +31.88% |
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