StockDriftsStockDriftsTop 45 Amara Financial, Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 15.94% | 361.0K | $23.1M | +7.30%(+24.57K) | $53.82(+31.57%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 15.86% | 62.6K | $23.0M | -4.55%(-2.99K) | $64.43(+35.04%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 14.1% | 95.1K | $20.5M | -2.89%(-2.83K) | $194.76(+22.52%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 7.25% | 72.5K | $10.5M | +26.74%(+15.30K) | $129.60(+26.56%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 6.34% | 315.9K | $9.2M | +30.94%(+74.65K) | $27.45(+24.32%) | 2026-03-31 | |
| EFA | ISHARES TR | 4.46% | 66.6K | $6.5M | +18.37%(+10.33K) | $84.18(+23.99%) | 2026-03-31 | |
| IGSB | ISHARES TR | 4.23% | 116.6K | $6.1M | +9.55%(+10.17K) | $52.23(+0.04%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.01% | 20.3K | $5.8M | -3.16%(-662) | $63.88(+26.04%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.09% | 36.0K | $4.5M | -3.54%(-1.32K) | $114.48(+27.95%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.98% | 22.0K | $4.3M | -0.14%(-30) | $170.57(+28.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.18% | +30.16% |
| Top 20 Holdings Unweighted | +10.90% | +36.38% |
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