StockDriftsStockDriftsTop 50 Comprehensive Money Management Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 2.82% | 86.0K | $4.3M | +27.96%(+18.80K) | $49.20(+2.56%) | 2026-03-31 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 2.47% | 84.8K | $3.8M | +2.34%(+1.94K) | $43.56(+8.27%) | 2026-03-31 | |
| VPU | VANGUARD WORLD FD | 2.1% | 16.1K | $3.2M | -1.99%(-327) | $168.64(+14.75%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 1.82% | 42.3K | $2.8M | +5.15%(+2.07K) | $64.94(+2.56%) | 2026-03-31 | |
| WOOD | ISHARES TR | 1.73% | 37.2K | $2.6M | +0.13%(+50) | $77.51(-13.23%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.72% | 40.8K | $2.6M | +2.97%(+1.18K) | $50.77(+39.11%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 1.71% | 51.9K | $2.6M | +24.39%(+10.18K) | $50.30(+0.25%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.7% | 8.1K | $2.6M | +0.81%(+65) | $287.99(+26.64%) | 2026-03-31 | |
| USRT | ISHARES TR | 1.48% | 38.2K | $2.3M | +0.59%(+225) | $59.30(+9.33%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 1.45% | 46.0K | $2.2M | +3.40%(+1.51K) | $49.57(-3.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.94% | +29.30% |
| Top 20 Holdings Unweighted | +10.32% | +34.28% |
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