StockDriftsStockDriftsTop 50 Caliber Wealth Management, Llc / Ks Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.61% | 218.4K | $142.7M | +12.28%(+23.89K) | $602.33(+23.81%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 7.37% | 605.4K | $67.3M | +6.99%(+39.56K) | $98.11(+27.49%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.31% | 304.3K | $30.2M | +12.59%(+34.03K) | $98.72(-0.05%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.23% | 437.3K | $29.5M | +7.20%(+29.38K) | $61.46(+18.99%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.22% | 69.0K | $29.4M | -2.96%(-2.10K) | $391.22(-68.23%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.8% | 79.8K | $25.6M | -9.67%(-8.54K) | $282.32(+29.18%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.51% | 269.9K | $22.9M | -0.39%(-1.04K) | $63.99(+42.79%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.3% | 35.2K | $21.0M | -4.58%(-1.69K) | $530.75(+28.57%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.06% | 151.3K | $18.8M | -1.18%(-1.80K) | $107.62(+25.71%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.02% | 204.1K | $18.5M | -2.00%(-4.17K) | $74.90(+29.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.83% | +80.83% |
| Top 20 Holdings Unweighted | +23.34% | +87.64% |
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