StockDriftsStockDriftsTop 50 Cassilly Financial Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 12.94% | 164.8K | $14.9M | +4.30%(+6.79K) | $88.45(+7.89%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 10.03% | 58.9K | $11.6M | +1.80%(+1.04K) | $188.83(+9.37%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.1% | 24.0K | $10.5M | +3.38%(+784) | $80.51(+4.73%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.83% | 6.8K | $4.4M | +4.77%(+308) | $676.75(+7.42%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 3.66% | 181.6K | $4.2M | +4.31%(+7.51K) | $23.41(-1.39%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.21% | 48.4K | $3.7M | +0.43%(+207) | $79.28(+7.46%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.13% | 13.8K | $3.6M | +3.03%(+405) | $256.23(+11.89%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.1% | 77.2K | $3.6M | +3.02%(+2.27K) | $46.62(-1.26%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.79% | 59.5K | $3.2M | +1.50%(+879) | $53.97(+9.99%) | 2026-03-31 | |
| IVLU | ISHARES TR | 2.4% | 69.6K | $2.8M | +0.51%(+356) | $36.78(+12.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.58% | +1.75% |
| Top 20 Holdings Unweighted | +0.64% | +1.92% |
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