StockDriftsStockDriftsTop 18 Adaptive Financial Consulting, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 21.83% | 574.3K | $57.0M | +4.60%(+25.28K) | $107.52(-8.23%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 12.11% | 398.8K | $31.6M | +2.32%(+9.04K) | $78.69(+0.42%) | 2026-03-31 | |
| IVV | ISHARES TR | 11.26% | 45.0K | $29.4M | +3.80%(+1.65K) | $430.28(+73.31%) | 2026-03-31 | |
| USMV | ISHARES TR | 8.37% | 235.6K | $21.8M | +5.72%(+12.74K) | $69.35(+36.00%) | 2026-03-31 | |
| IVW | ISHARES TR | 7.83% | 180.8K | $20.4M | +2.93%(+5.14K) | $56.08(+144.74%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.33% | 28.6K | $16.5M | +3.56%(+983) | $252.11(+183.49%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.38% | 155.0K | $14.0M | +4.40%(+6.54K) | $65.33(+48.70%) | 2026-03-31 | |
| VCR | VANGUARD WORLD FD | 5.18% | 37.7K | $13.5M | +5.33%(+1.91K) | $224.53(+74.51%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 4.55% | 43.7K | $11.9M | +2.84%(+1.21K) | $206.59(+32.83%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.43% | 147.5K | $11.6M | +5.73%(+7.99K) | $76.96(+1.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.53% | +24.35% |
| Top 20 Holdings Unweighted | +9.61% | +31.69% |
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