StockDriftsStockDriftsTop 39 Calder Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 16.27% | 330.3K | $16.4M | -0.18%(-580) | $49.92(-0.44%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 14.16% | 23.7K | $14.3M | -2.51%(-609) | $619.76(+10.11%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 11.64% | 36.3K | $11.7M | -1.65%(-608) | $331.72(+9.95%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 11.01% | 190.0K | $11.1M | +7.95%(+14.00K) | $58.78(-0.87%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.93% | 23.0K | $5.0M | -1.47%(-343) | $217.78(+5.00%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.84% | 24.8K | $4.9M | -2.50%(-636) | $188.74(+10.40%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.07% | 9.3K | $4.1M | -1.04%(-98) | $80.62(+8.54%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.41% | 5.2K | $3.4M | +13.24%(+613) | $673.12(+10.28%) | 2026-03-31 | |
| VIS | VANGUARD WORLD FD | 2.8% | 8.9K | $2.8M | +32.03%(+2.16K) | $299.27(+13.29%) | 2026-03-31 | |
| VDC | VANGUARD WORLD FD | 1.92% | 8.7K | $1.9M | -5.53%(-507) | $212.49(+8.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.01% | +0.02% |
| Top 20 Holdings Unweighted | -0.10% | -0.28% |
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