StockDriftsStockDriftsTop 50 Dougherty Wealth Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | 25.28% | 203.1K | $39.9M | -9.04%(-20.18K) | $151.75(+37.31%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 20.08% | 72.5K | $31.7M | -11.15%(-9.10K) | $44.99(+94.52%) | 2026-03-31 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 10.66% | 91.2K | $16.8M | -1.30%(-1.20K) | $126.38(+51.89%) | 2026-03-31 | |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 7.55% | 95.6K | $11.9M | +22.84%(+17.77K) | $101.00(+36.44%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 5.93% | 173.0K | $9.3M | +40.98%(+50.27K) | $48.15(+24.49%) | 2026-03-31 | |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 5.02% | 212.8K | $7.9M | new | $36.89(+8.40%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4% | 24.9K | $6.3M | -0.30%(-76) | $116.14(+157.33%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 3.39% | 9.3K | $5.4M | -64.13%(-16.58K) | $571.02(+25.16%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 1.4% | 17.7K | $2.2M | +0.00%(+0) | $85.42(+58.38%) | 2026-03-31 | |
| OEF | ISHARES S&P 100 ETF | 1.05% | 5.2K | $1.6M | -24.98%(-1.73K) | $282.81(+31.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.23% | +53.00% |
| Top 20 Holdings Unweighted | +16.73% | +59.06% |
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