StockDriftsStockDriftsTop 37 Beacon Advisors Holdings, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.68% | 24.8K | $16.2M | -0.73%(-183) | $677.12(+10.13%) | 2026-03-31 | |
| FVAL | FIDELITY COVINGTON TRUST | 7.19% | 193.7K | $13.4M | +1.29%(+2.47K) | $70.57(+10.40%) | 2026-03-31 | |
| IEMG | ISHARES INC | 6.91% | 185.3K | $12.9M | +0.16%(+295) | $66.57(+23.25%) | 2026-03-31 | |
| USMV | ISHARES TR | 6.66% | 134.2K | $12.4M | +1.82%(+2.40K) | $94.63(-0.34%) | 2026-03-31 | |
| DGRO | ISHARES TR | 5.85% | 155.7K | $10.9M | +1.77%(+2.71K) | $68.77(+6.40%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.37% | 185.9K | $10.0M | -1.44%(-2.71K) | $53.97(+11.06%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.02% | 14.4K | $9.4M | -1.78%(-262) | $674.05(+10.13%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.9% | 101.2K | $9.2M | -1.01%(-1.03K) | $88.38(+9.91%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.38% | 55.2K | $8.2M | +0.07%(+37) | $142.24(+9.42%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.27% | 41.6K | $8.0M | +1.37%(+562) | $196.54(+7.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.08% | -14.47% |
| Top 20 Holdings Unweighted | -5.74% | -16.25% |
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