StockDriftsStockDriftsTop 50 Brio Consultants, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.42% | 128.1K | $85.2M | -2.22%(-2.91K) | $412.89(+65.87%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 8.29% | 925.5K | $67.8M | +3.78%(+33.73K) | $76.09(-3.92%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.59% | 1.87M | $62.1M | -12.43%(-265.38K) | $16.60(+105.56%) | 2026-03-31 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 6.84% | 1.19M | $56.0M | +4.94%(+56.20K) | $47.97(-2.41%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 5.87% | 976.0K | $48.0M | +0.39%(+3.75K) | $33.10(+51.25%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 4.82% | 387.2K | $39.4M | +3.40%(+12.71K) | $84.48(+28.11%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 4.71% | 853.6K | $38.5M | -16.52%(-168.90K) | $32.09(+43.21%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.58% | 409.4K | $21.1M | +55.39%(+145.94K) | $46.83(+9.17%) | 2026-03-31 | |
| TIPX | SPDR SERIES TRUST | 2.32% | 985.3K | $18.9M | +4.08%(+38.62K) | $19.23(-2.56%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.17% | 527.2K | $17.8M | +1.48%(+7.68K) | $33.76(-0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.62% | +28.15% |
| Top 20 Holdings Unweighted | +8.17% | +26.55% |
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