StockDriftsStockDriftsTop 50 Wood Tarver Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 12.97% | 146.3K | $46.9M | -9.69%(-15.69K) | $286.97(+28.03%) | 2026-03-31 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 10.73% | 1.51M | $38.8M | +9.44%(+129.92K) | $25.96(-0.59%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 7.36% | 1.19M | $26.6M | +7.03%(+78.26K) | $22.63(-1.38%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.6% | 476.4K | $20.3M | -0.77%(-3.71K) | $36.28(+33.35%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.72% | 70.2K | $13.5M | +2.16%(+1.49K) | $179.04(+18.62%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 3.39% | 257.8K | $12.3M | +544.95%(+217.84K) | $46.74(+12.92%) | 2026-03-31 | |
| DOCT | FIRST TR EXCHNG TRADED FD VI | 2.86% | 238.5K | $10.4M | -8.24%(-21.41K) | $39.60(+16.73%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 2.79% | 161.1K | $10.1M | +5.81%(+8.85K) | $57.30(+10.01%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.76% | 140.5K | $10.0M | +3.34%(+4.54K) | $65.12(+18.10%) | 2026-03-31 | |
| IMCG | ISHARES TR | 2.33% | 107.2K | $8.4M | +6.96%(+6.98K) | $74.82(+21.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.14% | +37.28% |
| Top 20 Holdings Unweighted | +13.09% | +44.62% |
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