StockDriftsStockDriftsTop 50 Avion Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 14.73% | 1.43M | $71.3M | +9.30%(+121.80K) | $49.47(+0.47%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.16% | 918.0K | $58.8M | -3.61%(-34.35K) | $44.85(+57.47%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 8.51% | 68.9K | $41.2M | -1.37%(-959) | $323.53(+110.93%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 6.41% | 412.9K | $31.0M | +11.64%(+43.03K) | $64.75(+28.13%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 6.01% | 157.8K | $29.1M | -3.09%(-5.04K) | $145.44(+31.99%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.46% | 550.3K | $26.4M | +2.97%(+15.89K) | $52.69(-9.09%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 5.35% | 174.9K | $25.9M | +1.78%(+3.06K) | $97.43(+59.74%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 4.26% | 95.0K | $20.6M | -0.72%(-691) | $137.77(+66.97%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.57% | 53.9K | $17.3M | +2.60%(+1.37K) | $151.58(+140.61%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.92% | 49.2K | $14.1M | +9.76%(+4.38K) | $48.12(+60.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.32% | +27.08% |
| Top 20 Holdings Unweighted | +8.70% | +28.45% |
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