StockDriftsStockDriftsTop 50 Brass Tax Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.57% | 143.1K | $87.6M | +2.50%(+3.48K) | $512.64(+23.68%) | 2025-09-30 | |
| EFA | ISHARES TR | 6.62% | 426.2K | $39.8M | +27.00%(+90.60K) | $85.00(+15.23%) | 2025-09-30 | |
| BND | VANGUARD BD INDEX FDS | 6.34% | 513.0K | $38.2M | +111.66%(+270.65K) | $73.32(+1.10%) | 2025-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.61% | 1.06M | $33.7M | +33.22%(+263.60K) | $27.50(+18.86%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.72% | 86.5K | $28.4M | -0.29%(-251) | $271.18(+25.43%) | 2025-09-30 | |
| VFMF | VANGUARD WELLINGTON FD | 3.97% | 165.5K | $23.9M | new | $141.07(+10.47%) | 2025-09-30 | |
| DGRO | ISHARES TR | 3.63% | 321.0K | $21.9M | +46.36%(+101.67K) | $59.81(+18.03%) | 2025-09-30 | |
| VB | VANGUARD INDEX FDS | 3.08% | 72.8K | $18.5M | -47.12%(-64.86K) | $236.47(+13.85%) | 2025-09-30 | |
| ANGL | VANECK ETF TRUST | 2.66% | 537.3K | $16.0M | +43.06%(+161.73K) | $29.09(+1.61%) | 2025-09-30 | |
| IVE | ISHARES TR | 2.62% | 76.3K | $15.8M | +0.73%(+550) | $176.46(+22.52%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.96% | +21.66% |
| Top 20 Holdings Unweighted | +12.22% | +18.88% |
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