StockDriftsStockDriftsTop 50 Baron Silver Stevens Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.27% | 87.3K | $57.0M | +0.48%(+420) | $397.64(+89.00%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.57% | 265.9K | $52.2M | +0.02%(+66) | $142.05(+47.14%) | 2026-03-31 | |
| IWF | ISHARES TR | 7.31% | 118.2K | $50.4M | +2.13%(+2.46K) | $246.35(-48.90%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.83% | 146.8K | $47.1M | -0.55%(-815) | $193.12(+90.24%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.13% | 425.4K | $42.2M | +9.39%(+36.50K) | $103.11(-4.33%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.63% | 180.4K | $38.8M | +1.36%(+2.41K) | $153.50(+50.40%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.28% | 400.1K | $29.5M | +9.56%(+34.92K) | $75.67(-3.31%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.71% | 378.3K | $25.5M | +1.59%(+5.94K) | $45.10(+62.83%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.5% | 312.4K | $24.1M | +4.33%(+12.96K) | $59.37(+43.20%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.07% | 48.4K | $21.1M | +0.11%(+51) | $47.70(+85.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.21% | +48.98% |
| Top 20 Holdings Unweighted | +13.55% | +46.41% |
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