StockDriftsStockDriftsTop 50 Xml Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 3.83% | 1.63M | $47.5M | +8.62%(+129.50K) | $16.32(+103.50%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.26% | 576.0K | $40.4M | +13.47%(+68.36K) | $49.79(+47.33%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.06% | 1.24M | $37.9M | +7.17%(+83.29K) | $22.31(+45.92%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.44% | 71.0K | $30.3M | -11.49%(-9.22K) | $240.13(-49.86%) | 2026-03-31 | |
| IWB | ISHARES TR | 2.38% | 82.6K | $29.4M | -1.24%(-1.04K) | $188.73(+109.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.36% | 115.1K | $29.2M | -0.21%(-245) | $123.77(+129.61%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.05% | 36.4K | $25.4M | +1.10%(+396) | $52.25(+104.41%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.92% | 36.3K | $23.7M | +3.65%(+1.28K) | $443.81(+63.81%) | 2026-03-31 | |
| IWR | ISHARES TR | 1.86% | 237.6K | $23.1M | -2.77%(-6.77K) | $58.24(+80.41%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 1.72% | 271.6K | $21.3M | +8.22%(+20.62K) | $78.73(-0.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.25% | +41.42% |
| Top 20 Holdings Unweighted | +11.92% | +40.19% |
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