StockDriftsStockDriftsTop 50 Wealthcare Capital Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 15.36% | 651.3K | $32.8M | -10.27%(-74.51K) | $50.27(+0.21%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 10.32% | 68.7K | $22.0M | -2.43%(-1.71K) | $286.80(+24.47%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.38% | 150.1K | $11.5M | +7.27%(+10.17K) | $68.91(+23.63%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.01% | 57.8K | $8.6M | +16.79%(+8.31K) | $135.52(+15.36%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 3.12% | 250.0K | $6.7M | -0.87%(-2.18K) | $26.35(+1.63%) | 2026-03-31 | |
| STIP | ISHARES TR | 2.65% | 54.6K | $5.7M | +8.06%(+4.07K) | $101.37(+2.13%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.09% | 44.9K | $4.5M | +9.45%(+3.88K) | $99.19(-0.43%) | 2026-03-31 | |
| IEF | ISHARES TR | 1.78% | 39.9K | $3.8M | +0.85%(+336) | $95.34(-0.85%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.75% | 49.8K | $3.7M | +0.15%(+74) | $61.30(+32.56%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.57% | 7.0K | $3.4M | -1.31%(-93) | $457.85(+1.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.53% | +10.95% |
| Top 20 Holdings Unweighted | +3.55% | +11.03% |
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