StockDriftsStockDriftsTop 50 Berman Mcaleer Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 10.19% | 1.57M | $74.7M | +0.40%(+6.24K) | $43.77(+19.02%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 9.73% | 1.83M | $71.3M | +1.99%(+35.63K) | $35.60(+14.84%) | 2026-03-31 | |
| AGOX | STARBOARD INVT TR | 8.12% | 2.24M | $59.5M | +2.31%(+50.58K) | $30.08(+7.05%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 7.7% | 306.2K | $56.4M | +1.89%(+5.68K) | $169.86(+14.06%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.92% | 408.0K | $50.7M | +0.42%(+1.70K) | $114.16(+20.98%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.48% | 204.6K | $40.2M | +0.10%(+208) | $181.73(+13.64%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 5.23% | 453.3K | $38.3M | +2.61%(+11.53K) | $89.90(+5.26%) | 2026-03-31 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 3.76% | 377.1K | $27.6M | +3.56%(+12.95K) | $73.10(+0.81%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 3.75% | 987.6K | $27.5M | -0.92%(-9.14K) | $25.44(+18.69%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.13% | 202.5K | $15.6M | +0.32%(+638) | $71.34(+16.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.89% | +8.94% |
| Top 20 Holdings Unweighted | +2.68% | +8.27% |
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