StockDriftsStockDriftsTop 50 Affiance Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 18.86% | 194.6K | $116.3M | -1.65%(-3.26K) | $430.14(+54.67%) | 2026-03-31 | |
| AGG | ISHARES TR | 15.65% | 972.1K | $96.5M | +8.29%(+74.44K) | $97.92(+0.87%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 11.86% | 227.9K | $73.1M | +9.88%(+20.50K) | $229.01(+55.88%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.59% | 381.0K | $34.5M | +21.93%(+68.51K) | $75.20(+26.90%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.43% | 522.4K | $33.5M | -3.43%(-18.55K) | $47.16(+46.26%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.24% | 61.3K | $26.2M | +24.48%(+12.06K) | $352.40(-65.83%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.3% | 103.6K | $20.3M | +16.16%(+14.40K) | $156.69(+31.80%) | 2026-03-31 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 3.19% | 372.3K | $19.7M | -43.30%(-284.34K) | $65.51(-17.26%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.36% | 70.7K | $14.6M | -12.37%(-9.98K) | $161.06(+42.35%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 1.89% | 248.9K | $11.7M | +17.11%(+36.36K) | $38.71(+33.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.78% | +35.96% |
| Top 20 Holdings Unweighted | +10.85% | +36.21% |
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