StockDriftsStockDriftsTop 50 Asset Allocation & Management Company, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 25.01% | 210.2K | $67.4M | +0.52%(+1.08K) | $202.67(+79.95%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 11.61% | 211.3K | $31.3M | +105.12%(+108.26K) | $118.70(+31.12%) | 2026-03-31 | |
| SRLN | SSGA ACTIVE ETF TR | 7.84% | 526.7K | $21.1M | +41.62%(+154.80K) | $41.59(-2.40%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.75% | 35.0K | $20.9M | +0.91%(+317) | $386.51(+76.56%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 6.96% | 804.5K | $18.8M | +0.00%(+0) | $23.35(+0.20%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.16% | 365.7K | $11.2M | +4.50%(+15.76K) | $26.33(+20.56%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.54% | 14.6K | $9.5M | -1.68%(-250) | $370.39(+101.34%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.44% | 262.1K | $6.6M | +9.10%(+21.87K) | $22.49(+26.97%) | 2026-03-31 | |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 2.11% | 126.8K | $5.7M | +0.00%(+0) | $45.99(-1.72%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.88% | 67.4K | $5.1M | +16.57%(+9.59K) | $66.64(+24.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.81% | +36.07% |
| Top 20 Holdings Unweighted | +9.91% | +32.78% |
Sign up free to track Asset Allocation & Management Company, Llc, compare funds side by side, and get alerts the moment positions change.