StockDriftsStockDriftsTop 50 Womack Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | 11.17% | 490.4K | $15.2M | +2.69%(+12.83K) | $27.92(+28.85%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.79% | 363.6K | $10.6M | +0.98%(+3.54K) | $27.18(+25.54%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.77% | 255.7K | $7.8M | -2.69%(-7.08K) | $27.75(+16.73%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 4.52% | 211.2K | $6.1M | +1.17%(+2.45K) | $25.89(+34.89%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.5% | 83.1K | $6.1M | +8.79%(+6.72K) | $73.60(-0.67%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.39% | 12.5K | $6.0M | +1.97%(+241) | $458.77(+10.68%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 4.28% | 106.5K | $5.8M | -0.73%(-785) | $34.71(+97.19%) | 2026-03-31 | |
| CSWC | CAPITAL SOUTHWEST CORP | 3.78% | 232.3K | $5.1M | +6.98%(+15.15K) | $23.26(+2.02%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.61% | 198.2K | $4.9M | +1.70%(+3.31K) | $19.80(+38.76%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 3.52% | 32.8K | $4.8M | +3.49%(+1.10K) | $122.78(+26.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.88% | +18.68% |
| Top 20 Holdings Unweighted | +4.03% | +12.57% |
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