StockDriftsStockDriftsTop 50 Allworth Financial Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 11.09% | 8.50M | $2.73B | +0.10%(+8.39K) | $284.14(+27.66%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.24% | 24.19M | $1.78B | +13.73%(+2.92M) | $77.27(-5.86%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 5.59% | 17.53M | $1.37B | -10.70%(-2.10M) | $77.95(-0.21%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 5.47% | 29.47M | $1.35B | -1.07%(-317.99K) | $31.33(+56.96%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.94% | 12.41M | $1.22B | +0.20%(+24.68K) | $61.16(+93.55%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.55% | 19.77M | $1.12B | +0.36%(+71.79K) | $42.13(+42.12%) | 2026-03-31 | |
| GOVT | ISHARES TR | 2.18% | 23.37M | $535.5M | +1.47%(+338.45K) | $23.89(-5.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.96% | 1.90M | $482.8M | +1.51%(+28.36K) | $179.33(+67.41%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 1.79% | 1.53M | $440.1M | +0.77%(+11.69K) | $58.34(+31.18%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 1.78% | 9.33M | $437.8M | -0.25%(-23.72K) | $38.37(+32.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.32% | +30.66% |
| Top 20 Holdings Unweighted | +9.05% | +29.69% |
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