StockDriftsStockDriftsTop 50 Benchmark Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 14.84% | 76.2K | $33.4M | -5.07%(-4.07K) | — | 2025-06-30 | |
| BND | VANGUARD BD INDEX FDS | 11.41% | 348.7K | $25.7M | +0.35%(+1.21K) | — | 2025-06-30 | |
| VOO | VANGUARD INDEX FDS | 11.4% | 45.2K | $25.7M | +12.58%(+5.05K) | — | 2025-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 7.61% | 128.4K | $17.1M | -2.82%(-3.72K) | — | 2025-06-30 | |
| VTV | VANGUARD INDEX FDS | 7.3% | 93.0K | $16.4M | -2.78%(-2.66K) | — | 2025-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.04% | 135.4K | $9.1M | -0.18%(-248) | — | 2025-06-30 | |
| VB | VANGUARD INDEX FDS | 3.55% | 33.7K | $8.0M | -3.03%(-1.05K) | — | 2025-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.93% | 32.2K | $6.6M | +0.60%(+191) | — | 2025-06-30 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 2.91% | 9 | $6.6M | +0.00%(+0) | — | 2025-06-30 | |
| VO | VANGUARD INDEX FDS | 2.62% | 21.1K | $5.9M | +1.97%(+406) | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +45.76% |
| Top 20 Holdings Unweighted | +14.18% | +43.99% |
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