StockDriftsStockDriftsTop 50 Cranbrook Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 11.28% | 718.3K | $55.4M | +0.32%(+2.29K) | $80.40(-4.62%) | 2026-03-31 | |
| IVV | ISHARES TR | 11.15% | 83.9K | $54.8M | -0.19%(-162) | $248.37(+192.70%) | 2026-03-31 | |
| IEFA | ISHARES TR | 7.28% | 395.3K | $35.8M | -2.10%(-8.48K) | $61.20(+55.94%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.31% | 108.1K | $31.0M | +0.29%(+316) | $42.33(+83.57%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.75% | 383.5K | $18.4M | -7.19%(-29.70K) | $54.61(-12.30%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.38% | 672.3K | $16.6M | +0.34%(+2.28K) | $17.62(+51.23%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.71% | 107.4K | $13.3M | -3.17%(-3.51K) | $83.39(+65.63%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.43% | 27.4K | $12.0M | -0.64%(-176) | $15.28(+451.82%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 2.29% | 37.6K | $11.2M | -2.33%(-898) | $132.50(+151.20%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.21% | 55.3K | $10.9M | +0.45%(+249) | $73.47(+181.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.50% | +31.28% |
| Top 20 Holdings Unweighted | +10.69% | +35.63% |
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