StockDriftsStockDriftsTop 50 Whelan Financial Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 16.91% | 1.78M | $54.5M | -0.24%(-4.32K) | $24.90(+27.51%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 15.72% | 213.1K | $50.6M | +1.10%(+2.33K) | $148.95(+97.49%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 10.5% | 129.2K | $33.8M | -0.22%(-288) | $214.61(+33.11%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 7.28% | 264.5K | $23.5M | +1.92%(+4.97K) | $98.38(-2.53%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.58% | 356.1K | $21.2M | new | $63.99(-7.83%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.49% | 222.9K | $17.7M | +2.01%(+4.40K) | $81.68(-3.25%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.06% | 221.1K | $16.3M | +1.32%(+2.89K) | $82.62(-11.42%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.34% | 48.6K | $14.0M | +4.45%(+2.07K) | $58.30(+32.15%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.7% | 34.3K | $8.7M | +2.12%(+711) | $184.28(+62.18%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.38% | 43.9K | $7.7M | +31.41%(+10.50K) | $126.23(+78.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.50% | +31.30% |
| Top 20 Holdings Unweighted | +13.37% | +45.73% |
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