StockDriftsStockDriftsTop 50 Baron Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 11.45% | 32.7K | $21.2M | +1.57%(+504) | $345.68(+109.38%) | 2026-03-31 | |
| IWM | ISHARES TR | 9.79% | 73.2K | $18.2M | -0.74%(-548) | $150.19(+88.14%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 7.11% | 264.1K | $13.2M | +2.96%(+7.58K) | $51.45(-2.12%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.74% | 21.7K | $12.5M | +1.09%(+233) | $282.16(+141.57%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.92% | 74.8K | $7.3M | -0.60%(-449) | $63.44(+60.84%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.78% | 16.3K | $7.0M | -8.16%(-1.45K) | $171.59(+143.77%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 3.57% | 72.4K | $6.6M | -0.16%(-115) | $65.41(+58.85%) | 2026-03-31 | |
| IWR | ISHARES TR | 3.57% | 68.0K | $6.6M | +4.66%(+3.03K) | $70.80(+48.39%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.05% | 63.7K | $5.6M | +2.68%(+1.66K) | $80.88(+18.40%) | 2026-03-31 | |
| EEM | ISHARES TR | 2.91% | 95.0K | $5.4M | -2.41%(-2.35K) | $42.19(+55.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.85% |
| Top 20 Holdings Unweighted | +10.79% | +35.99% |
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