StockDriftsStockDriftsTop 50 Capital Asset Managemnet, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | 8.66% | 12.9K | $7.7M | +0.48%(+62) | $619.72(+7.36%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 6.15% | 17.0K | $5.5M | +0.62%(+105) | $331.70(+7.63%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.87% | 6.6K | $4.3M | +33.15%(+1.65K) | $675.12(+7.68%) | 2026-03-31 | |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | 4.74% | 65.7K | $4.2M | -9.08%(-6.56K) | $61.19(+12.72%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 3.77% | 15.9K | $3.3M | -8.34%(-1.44K) | $209.29(+6.93%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 3.76% | 29.5K | $3.3M | +3.46%(+986) | $121.86(+7.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.35% | 11.7K | $3.0M | +0.00%(+0) | $263.24(+7.95%) | 2026-03-31 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 2.76% | 42.2K | $2.5M | -13.99%(-6.86K) | $60.01(+7.54%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 2.75% | 35.0K | $2.4M | -11.70%(-4.64K) | $66.57(+20.40%) | 2026-03-31 | |
| IUSB | ISHARES TRUST CORE UNIVERSAL USD BOND ETF | 2.61% | 50.1K | $2.3M | +2.08%(+1.02K) | $46.62(-1.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.12% | +0.37% |
| Top 20 Holdings Unweighted | +0.19% | +0.57% |
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