StockDriftsStockDriftsTop 50 Whitaker-Myers Wealth Managers, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 7.82% | 405.5K | $39.2M | +2.48%(+9.82K) | $74.97(+33.28%) | 2026-03-31 | |
| DBEF | DBX ETF TR | 6.68% | 677.8K | $33.5M | +2.82%(+18.59K) | $38.04(+34.95%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6% | 980.7K | $30.1M | +0.49%(+4.75K) | $25.25(+25.51%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.62% | 118.7K | $28.2M | +1.74%(+2.03K) | $161.82(+73.41%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 4.76% | 212.9K | $23.9M | +5.78%(+11.63K) | $116.71(+18.14%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 4.67% | 107.9K | $23.4M | +4.30%(+4.45K) | $175.54(+32.24%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 4.54% | 75.4K | $22.8M | +4.61%(+3.33K) | $247.23(+38.23%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.35% | 397.7K | $21.8M | +5.47%(+20.62K) | $52.75(+11.98%) | 2026-03-31 | |
| IWP | ISHARES TR | 3.66% | 143.3K | $18.4M | +5.50%(+7.47K) | $106.90(+28.64%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 3.52% | 233.6K | $17.7M | +18.66%(+36.74K) | $75.57(-0.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.23% | +41.37% |
| Top 20 Holdings Unweighted | +13.50% | +46.22% |
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