StockDriftsStockDriftsTop 19 Axos Invest Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 25.34% | 523.2K | $33.5M | +3.02%(+15.35K) | $51.78(+36.26%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 23.78% | 52.7K | $31.5M | +28.27%(+11.60K) | $608.25(+13.07%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 19.63% | 80.9K | $26.0M | -21.68%(-22.41K) | $275.34(+33.44%) | 2026-03-31 | |
| GENT | SPINNAKER ETF SERIES | 5.67% | 730.7K | $7.5M | +6.84%(+46.78K) | $10.38(-1.07%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.15% | 114.4K | $6.8M | -1.97%(-2.30K) | $59.32(-0.68%) | 2026-03-31 | |
| TIP | ISHARES TR | 4.42% | 53.0K | $5.9M | -0.56%(-296) | $108.63(+2.20%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.11% | 87.7K | $4.1M | +25.79%(+17.99K) | $46.09(+13.21%) | 2026-03-31 | |
| SJNK | SPDR SER TR | 2.25% | 119.1K | $3.0M | +0.43%(+505) | $25.36(-1.34%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.18% | 36.3K | $2.9M | -3.35%(-1.26K) | $78.35(+0.79%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 1.96% | 29.2K | $2.6M | +2.87%(+813) | $90.55(+5.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.38% | +34.48% |
| Top 20 Holdings Unweighted | +6.99% | +22.47% |
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