StockDriftsStockDriftsTop 50 Western Reserve Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.34% | 35.3K | $21.1M | +0.10%(+36) | $619.75(+10.11%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 13.54% | 257.4K | $16.5M | +1.13%(+2.87K) | $61.22(+15.37%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 9.06% | 65.1K | $11.0M | new | $145.00(+4.53%) | 2026-03-31 | |
| AVLC | AMERICAN CENTY ETF TR | 8.35% | 131.2K | $10.2M | -1.51%(-2.01K) | $77.57(+13.12%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 6.53% | 327.9K | $8.0M | +4.15%(+13.06K) | $24.38(-0.95%) | 2026-03-31 | |
| STIP | ISHARES TR | 6.42% | 75.7K | $7.8M | +3.98%(+2.90K) | $102.88(+0.82%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.78% | 83.0K | $7.0M | +3.07%(+2.48K) | $80.70(+13.22%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.14% | 93.3K | $5.0M | +3.09%(+2.80K) | $53.97(+11.07%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 3.96% | 15.0K | $4.8M | +0.00%(+0) | $335.15(-8.59%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.81% | 22.6K | $4.6M | +1.08%(+242) | $209.21(+8.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.42% | -12.68% |
| Top 20 Holdings Unweighted | -10.75% | -28.90% |
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