StockDriftsStockDriftsTop 50 Clear Investment Research, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.74% | 11.5K | $7.5M | -2.62%(-309) | $229.66(+224.72%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 8.19% | 80.6K | $5.2M | -3.56%(-2.97K) | $76.44(-18.12%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.11% | 99.6K | $4.5M | +2.65%(+2.57K) | $46.07(-1.21%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.52% | 112.7K | $2.9M | +0.00%(+0) | $10.97(+165.97%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.94% | 2.7K | $2.5M | +0.62%(+17) | $137.44(+639.03%) | 2026-03-31 | |
| GPK | GRAPHIC PACKAGING HLDG CO | 2.94% | 188.7K | $1.9M | +0.98%(+1.82K) | $21.80(-55.05%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.5% | 6.3K | $1.6M | +1.52%(+94) | $119.28(+150.55%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 2.47% | 26.6K | $1.6M | +14.43%(+3.36K) | $51.06(+25.59%) | 2026-03-31 | |
| ANGL | VANECK ETF TRUST | 2.47% | 54.9K | $1.6M | -11.39%(-7.05K) | $30.04(-3.43%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.36% | 23.5K | $1.5M | +4.09%(+926) | $49.53(+42.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.05% | +19.28% |
| Top 20 Holdings Unweighted | +8.76% | +28.64% |
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