StockDriftsStockDriftsTop 50 Briggs Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 47.23% | 138.8K | $44.5M | +2.47%(+3.35K) | $331.63(+9.38%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 7.84% | 95.8K | $7.4M | +21.65%(+17.05K) | $74.77(+11.15%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.68% | 85.5K | $6.3M | +1.52%(+1.28K) | $74.21(-1.99%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.93% | 5.7K | $3.7M | -1.25%(-72) | $674.05(+9.66%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.63% | 13.1K | $3.4M | +2.28%(+291) | $256.20(+10.00%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 2.02% | 68.5K | $1.9M | -6.52%(-4.78K) | $26.75(+13.25%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 1.96% | 9.0K | $1.8M | -4.31%(-404) | $209.23(+7.35%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.65% | 20.7K | $1.6M | +1.17%(+240) | $72.49(+11.76%) | 2026-03-31 | |
| IBDT | ISHARES TR | 1.54% | 57.2K | $1.4M | +5.94%(+3.21K) | $25.48(-1.12%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 1.42% | 15.1K | $1.3M | +0.00%(+0) | $89.95(+4.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.83% | -29.10% |
| Top 20 Holdings Unweighted | -9.14% | -24.98% |
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