StockDriftsStockDriftsTop 50 Apriem Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 13.78% | 5.63M | $144.4M | -8.66%(-534.33K) | $15.10(+92.28%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.57% | 935.3K | $68.9M | -9.50%(-98.14K) | $72.02(+1.00%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.68% | 234.3K | $59.5M | -0.87%(-2.06K) | $61.36(+389.27%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 5.01% | 542.5K | $52.5M | +5.71%(+29.29K) | $85.67(+15.90%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 4.36% | 315.4K | $45.7M | +24.53%(+62.12K) | $130.25(+18.26%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 4.11% | 470.1K | $43.1M | +7.46%(+32.64K) | $91.71(-0.20%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.49% | 570.9K | $36.6M | -0.49%(-2.80K) | $41.10(+68.06%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.29% | 637.4K | $34.4M | +73.26%(+269.50K) | $48.91(+19.50%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.28% | 1.12M | $34.3M | +28.92%(+251.06K) | $26.49(+19.73%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.15% | 114.7K | $33.0M | -1.44%(-1.67K) | $43.83(+805.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.03% | +36.86% |
| Top 20 Holdings Unweighted | +11.06% | +36.99% |
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