StockDriftsStockDriftsTop 50 Delta Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 23.2% | 459.9K | $102K | +3.35%(+14.92K) | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 4.6% | 51.2K | $20K | +6.02%(+2.90K) | — | 2025-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.96% | 44.5K | $17K | +2.14%(+933) | — | 2025-03-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.63% | 30.2K | $16K | +0.27%(+80) | — | 2025-03-31 | |
| VGT | VANGUARD WORLD FD | 2.4% | 18.2K | $10K | +6.92%(+1.18K) | — | 2025-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.01% | 50.4K | $9K | +4.72%(+2.27K) | — | 2025-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.9% | 101.9K | $8K | +12.28%(+11.15K) | — | 2025-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.73% | 293.5K | $8K | +9.10%(+24.49K) | — | 2025-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.68% | 145.1K | $7K | +63.57%(+56.38K) | — | 2025-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.57% | 188.1K | $7K | +11.58%(+19.52K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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