StockDriftsStockDriftsTop 50 Beirne Wealth Consulting Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 11.96% | 426.0K | $42.3M | +2.95%(+12.20K) | $101.20(-2.50%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.59% | 473.7K | $30.4M | +11.84%(+50.15K) | $50.85(+38.91%) | 2026-03-31 | |
| IWD | ISHARES TR | 5.56% | 92.0K | $19.7M | +5.16%(+4.51K) | $164.41(+42.75%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.04% | 27.3K | $17.8M | -17.83%(-5.92K) | $366.25(+103.62%) | 2026-03-31 | |
| LRGF | ISHARES TR | 4.98% | 266.9K | $17.6M | -12.06%(-36.59K) | $32.38(+128.70%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.04% | 157.7K | $14.3M | +42.37%(+46.93K) | $78.17(+24.27%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.99% | 32.3K | $14.1M | +0.11%(+35) | $62.63(+39.72%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.77% | 107.3K | $13.3M | +102.00%(+54.19K) | $113.48(+19.21%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.48% | 46.9K | $12.3M | +19.11%(+7.53K) | $226.64(+26.05%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.43% | 42.3K | $12.1M | +19.35%(+6.85K) | $63.30(+21.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.66% | +35.50% |
| Top 20 Holdings Unweighted | +10.93% | +36.51% |
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