StockDriftsStockDriftsTop 50 Baystate Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 8.66% | 673.7K | $118.0M | -0.94%(-6.36K) | — | 2023-12-31 | |
| SPDW | SPDR S&P WORLD EX-US | 7.47% | 3.00M | $101.9M | +3.78%(+109.27K) | — | 2023-12-31 | |
| PRF | INVESCO FTSE RAFI US 1000 ETF | 7% | 2.71M | $95.4M | +2.28%(+60.52K) | — | 2023-12-31 | |
| IVV | ISHARES S&P 500 INDEX | 6.43% | 183.6K | $87.7M | +1.08%(+1.96K) | — | 2023-12-31 | |
| AGG | ISHARES AGGREGATE BOND ETF | 5.95% | 817.0K | $81.1M | +20.04%(+136.41K) | — | 2023-12-31 | |
| VTV | VANGUARD VALUE ETF | 5.23% | 476.9K | $71.3M | +3.22%(+14.89K) | — | 2023-12-31 | |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | 4.57% | 1.21M | $62.3M | +3.35%(+39.33K) | — | 2023-12-31 | |
| ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETF | 4.28% | 1.16M | $58.4M | +2.80%(+31.61K) | — | 2023-12-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 3.86% | 748.2K | $52.6M | -1.64%(-12.46K) | — | 2023-12-31 | |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | 3.7% | 648.4K | $50.4M | +3.25%(+20.40K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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