StockDriftsStockDriftsTop 50 Bell Investment Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GBIL | GOLDMAN SACHS ETF TR | 10.09% | 643.9K | $64.5M | +1.73%(+10.94K) | $100.11(-0.17%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 9.49% | 2.18M | $60.7M | +8.20%(+165.07K) | $18.84(+60.27%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 7.73% | 1.05M | $49.4M | +1.27%(+13.21K) | $49.55(-5.80%) | 2026-03-31 | |
| TDTT | FLEXSHARES TR | 7.58% | 2.00M | $48.5M | +2.35%(+45.90K) | $25.37(-4.22%) | 2026-03-31 | |
| TLT | ISHARES TR | 5.78% | 426.2K | $36.9M | -1.02%(-4.38K) | $94.34(-9.45%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 4.93% | 644.4K | $31.5M | -5.98%(-41.00K) | $31.05(+67.71%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.62% | 901.4K | $23.1M | +1.55%(+13.80K) | $17.77(+60.41%) | 2026-03-31 | |
| MTUM | ISHARES TR | 3.31% | 88.2K | $21.2M | -4.45%(-4.10K) | $173.56(+67.73%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.05% | 99.3K | $19.5M | -2.96%(-3.02K) | $138.78(+48.81%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.43% | 81.1K | $15.6M | -1.77%(-1.46K) | $130.77(+58.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.50% | +27.72% |
| Top 20 Holdings Unweighted | +9.50% | +31.29% |
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