StockDriftsStockDriftsTop 50 Consilio Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 19.15% | 100.3K | $65.5M | -3.85%(-4.02K) | $469.19(+58.94%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9.06% | 483.9K | $31.0M | +101.35%(+243.55K) | $62.08(+13.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 7.24% | 66.9K | $24.8M | +10.14%(+6.16K) | $342.76(+18.22%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 6.92% | 113.7K | $23.7M | -0.48%(-546) | $179.31(+50.65%) | 2026-03-31 | |
| QQQM | INVESCO NASDAQ 100 ETF | 5.12% | 73.7K | $17.5M | +2322.34%(+70.69K) | $245.47(+19.84%) | 2026-03-31 | |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 4.69% | 116.0K | $16.0M | +10.14%(+10.68K) | $117.85(+31.86%) | 2026-03-31 | |
| STIP | STIP - ISHARES 0-5 YEAR TIPS BOND ETF | 3.38% | 111.8K | $11.6M | new | $102.83(+0.86%) | 2026-03-31 | |
| LQD | LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 3.13% | 98.4K | $10.7M | +21.47%(+17.39K) | $110.60(-1.79%) | 2026-03-31 | |
| CGDV | CGDV - CAPITAL GROUP DIVIDEND VALUE ETF | 2.96% | 238.0K | $10.1M | +3376.71%(+231.14K) | $43.08(+10.95%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP ETF | 2.92% | 34.9K | $10.0M | -4.28%(-1.56K) | $57.34(+34.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.27% | +37.76% |
| Top 20 Holdings Unweighted | +10.47% | +34.81% |
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