StockDriftsStockDriftsTop 50 Addison Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 4.77% | 432.1K | $21.6M | +6.51%(+26.41K) | $49.30(+0.58%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.64% | 97.7K | $21.0M | +1.40%(+1.35K) | $144.10(+65.59%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.47% | 339.4K | $20.2M | +5.51%(+17.73K) | $59.12(-0.54%) | 2026-03-31 | |
| VLUE | ISHARES TR | 3.61% | 114.8K | $16.3M | -0.00%(-1) | $97.54(+97.84%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.44% | 35.6K | $15.5M | +2.41%(+836) | $42.95(+99.05%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.02% | 176.5K | $13.7M | +6.37%(+10.57K) | $77.98(-1.44%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.93% | 273.6K | $13.3M | -0.51%(-1.40K) | $34.89(+57.22%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.71% | 255.5K | $12.3M | +3.77%(+9.30K) | $48.84(-1.24%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 2.2% | 38.7K | $9.9M | +3.66%(+1.36K) | $232.28(+29.70%) | 2026-03-31 | |
| IQLT | ISHARES TR | 2.08% | 203.6K | $9.4M | +1.70%(+3.40K) | $35.94(+38.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.64% | +31.80% |
| Top 20 Holdings Unweighted | +8.98% | +29.42% |
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