StockDriftsStockDriftsTop 50 Abound Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 13.22% | 468.1K | $58.2M | +5.31%(+23.59K) | $109.35(+26.31%) | 2026-03-31 | |
| AGG | ISHARES TR | 10.85% | 480.8K | $47.7M | +5.93%(+26.91K) | $102.41(-3.55%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.6% | 522.1K | $33.5M | +3.08%(+15.60K) | $49.12(+40.43%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.17% | 41.6K | $27.2M | +3.89%(+1.56K) | $463.45(+56.86%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 5.78% | 85.1K | $25.4M | +7.11%(+5.65K) | $263.66(+26.24%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.22% | 329.4K | $23.0M | +2.23%(+7.19K) | $54.13(+48.06%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.66% | 799.3K | $20.5M | +0.30%(+2.43K) | $18.40(+54.91%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.63% | 34.1K | $20.4M | +3.84%(+1.26K) | $423.86(+56.96%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.01% | 67.4K | $17.6M | +0.28%(+186) | $215.62(+32.96%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.41% | 46.7K | $15.0M | +3.03%(+1.37K) | $240.60(+48.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.26% | +34.06% |
| Top 20 Holdings Unweighted | +14.05% | +48.36% |
Sign up free to track Abound Wealth Management, compare funds side by side, and get alerts the moment positions change.