StockDriftsStockDriftsTop 23 Ashford Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 54.85% | 360.4K | $235.4M | -1.47%(-5.37K) | $372.71(+100.08%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 11.91% | 1.84M | $51.1M | +0.00%(+0) | $18.00(+69.41%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 11.76% | 157.4K | $50.5M | +0.01%(+14) | $205.66(+77.34%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 7.93% | 1.33M | $34.0M | -2.07%(-28.08K) | $16.44(+77.45%) | 2026-03-31 | |
| ACWI | ISHARES TR | 3.89% | 120.8K | $16.7M | +0.00%(+0) | $103.33(+50.86%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.27% | 529.8K | $14.0M | -8.24%(-47.57K) | $14.22(+100.86%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.65% | 90.8K | $7.1M | new | $73.85(-0.91%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 0.94% | 35.9K | $4.0M | -78.91%(-134.35K) | $105.85(+23.42%) | 2026-03-31 | |
| EFA | ISHARES TR | 0.82% | 36.2K | $3.5M | +0.00%(+0) | $68.91(+50.67%) | 2026-03-31 | |
| IWB | ISHARES TR | 0.76% | 9.1K | $3.2M | +0.00%(+0) | $314.45(+28.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.14% | +56.65% |
| Top 20 Holdings Unweighted | +14.27% | +49.21% |
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