StockDriftsStockDriftsTop 50 Ade, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.03% | 49.0K | $29.3M | +6.13%(+2.83K) | $373.67(+84.05%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 10.3% | 604.0K | $21.5M | +8.63%(+47.98K) | $33.00(+22.52%) | 2026-03-31 | |
| IVV | ISHARES TR | 10% | 31.9K | $20.9M | +1.26%(+399) | $395.78(+89.90%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.69% | 282.8K | $18.1M | +4.85%(+13.09K) | $46.76(+50.89%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 6.84% | 298.5K | $14.3M | new | $48.26(-0.81%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.38% | 192.8K | $11.2M | +19.57%(+31.57K) | $59.92(+12.11%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.36% | 118.0K | $9.1M | -0.17%(-198) | $49.30(+72.45%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.98% | 61.9K | $6.2M | +12.51%(+6.88K) | $100.63(-0.11%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.84% | 65.4K | $5.9M | +0.90%(+580) | $67.70(+43.16%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.2% | 97.7K | $4.6M | -0.48%(-475) | $32.09(+62.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.16% | +33.69% |
| Top 20 Holdings Unweighted | +10.43% | +34.65% |
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