StockDriftsStockDriftsTop 50 Warner Financial, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 11.35% | 168.7K | $33.1M | +0.21%(+352) | $144.32(+43.10%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.64% | 64.4K | $28.1M | +1.14%(+725) | $50.16(+68.09%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.13% | 324.3K | $20.8M | +5.72%(+17.55K) | $50.16(+37.51%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.12% | 31.6K | $9.1M | +0.66%(+207) | $60.45(+28.53%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.02% | 15.2K | $8.8M | +0.38%(+57) | $363.94(+87.28%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.01% | 301.2K | $8.8M | +0.58%(+1.75K) | $18.86(+76.13%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.01% | 40.8K | $8.8M | -2.63%(-1.10K) | $160.30(+42.78%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.68% | 13.1K | $7.8M | +3.86%(+487) | $439.73(+51.30%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.19% | 258.3K | $6.4M | +2.65%(+6.66K) | $18.55(+43.65%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.99% | 107.6K | $5.8M | +4.86%(+4.99K) | $46.42(+27.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.33% | +49.45% |
| Top 20 Holdings Unweighted | +13.22% | +45.15% |
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