StockDriftsStockDriftsTop 50 Brindle & Bay Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 10.52% | 267.5K | $17.1M | +8.50%(+20.95K) | $61.36(+15.11%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.58% | 258.8K | $14.0M | +11.30%(+26.27K) | $53.96(+11.08%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 7.23% | 127.1K | $11.8M | -12.08%(-17.47K) | $80.91(+14.67%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.84% | 107.2K | $7.9M | +91.97%(+51.34K) | $74.05(-1.17%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.36% | 27.1K | $7.1M | +476.29%(+22.39K) | $259.27(+10.18%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.35% | 85.7K | $7.1M | -3.01%(-2.66K) | $83.93(-1.63%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.47% | 73.3K | $5.7M | +53.61%(+25.59K) | $77.83(-1.55%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.2% | 9.0K | $5.2M | -64.72%(-16.57K) | $607.34(+17.68%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 3.18% | 56.6K | $5.2M | +12.53%(+6.30K) | $89.91(+17.94%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.14% | 17.8K | $5.1M | +332.57%(+13.68K) | $72.36(+6.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.71% | -2.12% |
| Top 20 Holdings Unweighted | -1.38% | -4.08% |
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