StockDriftsStockDriftsTop 50 Asset Management Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | 5.36% | 152.7K | $33.2M | +1.83%(+2.75K) | $130.64(+73.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.77% | 91.9K | $23.3M | -3.97%(-3.80K) | $52.51(+471.71%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.76% | 40.3K | $23.3M | +0.00%(+2) | $249.64(+183.98%) | 2026-03-31 | |
| IWS | ISHARES TR | 3.58% | 151.8K | $22.1M | -0.28%(-432) | $26.12(+495.05%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.25% | 298.0K | $20.1M | +1.06%(+3.12K) | $18.69(+286.38%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.19% | 30.2K | $19.7M | -1.83%(-563) | $134.67(+451.31%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 2.88% | 59.0K | $17.8M | -0.60%(-359) | $104.55(+222.83%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 2.85% | 95.8K | $17.7M | -0.53%(-508) | $105.72(+80.35%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.67% | 57.5K | $16.5M | +12.42%(+6.36K) | $58.19(+31.51%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 2.66% | 618.5K | $16.5M | +8.42%(+48.04K) | $28.55(-6.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.64% | +35.42% |
| Top 20 Holdings Unweighted | +10.57% | +35.19% |
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