StockDriftsStockDriftsTop 50 Brown Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.27% | 102.9K | $67.2M | +1.31%(+1.33K) | $611.45(+18.89%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.21% | 438.1K | $28.1M | +20.37%(+74.15K) | $53.31(+29.39%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 6.87% | 346.7K | $26.8M | +17.03%(+50.44K) | $76.75(-0.08%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.97% | 98.7K | $19.4M | +8.90%(+8.06K) | $158.12(+30.61%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.81% | 42.9K | $18.7M | +7.93%(+3.15K) | $54.50(+54.69%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.6% | 168.8K | $17.9M | +7.27%(+11.44K) | $106.75(+0.02%) | 2026-03-31 | |
| SUB | ISHARES TR | 4.25% | 155.4K | $16.5M | +3.58%(+5.36K) | $105.08(+1.15%) | 2026-03-31 | |
| PSTP | INNOVATOR ETFS TRUST | 2.77% | 312.7K | $10.8M | +7.47%(+21.74K) | $32.60(+10.74%) | 2026-03-31 | |
| IDEV | ISHARES TR | 2.5% | 116.4K | $9.7M | +14.80%(+15.00K) | $66.50(+32.39%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 2.48% | 397.0K | $9.6M | +3.08%(+11.87K) | $24.19(-0.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.38% | +30.85% |
| Top 20 Holdings Unweighted | +6.75% | +21.65% |
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