StockDriftsStockDriftsTop 50 1015 Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 9.11% | 14.3K | $9.4M | +5.32%(+724) | $676.71(+10.60%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 7.43% | 113.1K | $7.6M | +0.97%(+1.08K) | $65.64(+15.92%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 5.42% | 17.4K | $5.6M | +0.00%(+0) | $331.61(+11.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 4.57% | 26.9K | $4.7M | -0.02%(-5) | $186.54(+4.44%) | 2026-03-31 | |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 3.61% | 34.9K | $3.7M | +0.55%(+190) | $106.74(-0.41%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 3.58% | 29.6K | $3.7M | -0.26%(-77) | $119.51(+22.57%) | 2026-03-31 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 2.67% | 33.3K | $2.7M | +0.00%(+0) | $82.89(-1.15%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.5% | 4.0K | $2.6M | +0.00%(+0) | $674.05(+10.49%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2.48% | 17.2K | $2.6M | +7.16%(+1.15K) | $142.47(+11.94%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 2.12% | 22.5K | $2.2M | +0.00%(+0) | $94.70(+10.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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