StockDriftsStockDriftsTop 25 Cerity Partners Ocio Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 16.41% | 457.9K | $273.6M | -29.80%(-194.36K) | $514.81(+31.98%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 13.49% | 1.69M | $224.8M | +1.67%(+27.80K) | $142.38(+23.79%) | 2026-03-31 | |
| IEF | ISHARES TR | 10.82% | 1.89M | $180.3M | -8.33%(-171.56K) | $98.22(-4.80%) | 2026-03-31 | |
| BWX | SPDR SERIES TRUST | 9.33% | 7.09M | $155.6M | -4.63%(-343.97K) | $22.18(-1.66%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 9.02% | 5.65M | $150.3M | +27.55%(+1.22M) | $26.18(+1.82%) | 2026-03-31 | |
| IEMG | ISHARES INC | 7.26% | 1.73M | $121.0M | +18.48%(+270.58K) | $66.87(+18.87%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 7.03% | 272.3K | $117.2M | +12.56%(+30.38K) | $232.87(+79.19%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 6.97% | 840.0K | $116.2M | -47.40%(-757.00K) | $120.51(+27.39%) | 2026-03-31 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 4.81% | 1.84M | $80.1M | +227.62%(+1.28M) | $38.13(+14.49%) | 2026-03-31 | |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 4.57% | 2.37M | $76.2M | +0.00%(+0) | $23.21(+39.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.81% | -5.33% |
| Top 20 Holdings Unweighted | -1.50% | -4.43% |
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