StockDriftsStockDriftsTop 50 Assetmark, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 6.36% | 8.49M | $3.12B | -1.21%(-104.07K) | $40.17(+116.61%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 4.61% | 15.60M | $2.26B | +1.08%(+166.01K) | $94.00(+74.51%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.54% | 3.72M | $2.22B | +7.53%(+260.75K) | $312.24(+119.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.08% | 5.86M | $1.02B | +1.27%(+73.46K) | $71.25(+173.43%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 1.98% | 9.66M | $971.6M | +7.97%(+712.92K) | $99.71(+0.83%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 1.81% | 4.08M | $886.2M | -6.86%(-300.43K) | $149.70(+62.47%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 1.63% | 4.33M | $798.6M | -4.23%(-191.40K) | $134.78(+48.51%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.62% | 8.78M | $794.7M | +4.94%(+413.33K) | $66.58(+46.14%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.54% | 2.98M | $757.2M | +2.56%(+74.53K) | $143.76(+114.69%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.53% | 2.02M | $749.0M | +6.11%(+116.55K) | $291.69(+33.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.45% | +38.42% |
| Top 20 Holdings Unweighted | +10.15% | +33.65% |
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