StockDriftsStockDriftsTop 43 Wealth Forward, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDA | SCHWAB STRATEGIC TR | 10.84% | 592.2K | $19.2M | +0.79%(+4.66K) | $26.27(+34.33%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 10.8% | 99.7K | $19.1M | +0.52%(+518) | $150.02(+35.27%) | 2026-03-31 | |
| OEF | ISHARES TR | 10.73% | 59.8K | $19.0M | +0.89%(+526) | $227.16(+63.24%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.53% | 263.6K | $16.9M | +1.05%(+2.75K) | $47.10(+49.95%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 8.83% | 561.9K | $15.7M | +2.46%(+13.47K) | $20.49(+48.79%) | 2026-03-31 | |
| IGSB | ISHARES TR | 6.12% | 206.3K | $10.8M | +1.07%(+2.17K) | $52.89(-0.97%) | 2026-03-31 | |
| TIP | ISHARES TR | 5.8% | 93.1K | $10.3M | +0.48%(+443) | $105.91(+4.92%) | 2026-03-31 | |
| ILCB | ISHARES TR | 5.06% | 99.9K | $9.0M | +1.62%(+1.59K) | $89.20(+15.11%) | 2026-03-31 | |
| BKAG | BNY MELLON ETF TRUST | 4.95% | 207.9K | $8.8M | +1.86%(+3.79K) | $42.39(-1.32%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 3.81% | 176.3K | $6.7M | -0.01%(-13) | $27.52(+50.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.27% | +30.46% |
| Top 20 Holdings Unweighted | +9.58% | +31.58% |
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