StockDriftsStockDriftsTop 50 Drucker Wealth 3.0, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 8.88% | 85.1K | $50.9M | +1.38%(+1.16K) | $510.82(+33.59%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.91% | 358.3K | $22.4M | -0.25%(-913) | $55.89(+12.66%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.33% | 72.9K | $19.1M | -0.27%(-194) | $230.21(+24.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.29% | 74.3K | $18.9M | -0.07%(-54) | $198.13(+50.84%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.27% | 192.9K | $18.7M | +0.15%(+286) | $89.65(+15.82%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.9% | 51.8K | $16.6M | -1.21%(-633) | $263.97(+38.17%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.86% | 222.7K | $16.4M | -1.02%(-2.30K) | $72.65(+0.73%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.77% | 27.5K | $15.8M | +1.60%(+432) | $548.76(+30.24%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.5% | 66.5K | $14.3M | +2.75%(+1.78K) | $195.28(+17.10%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.12% | 189.8K | $12.2M | +1.51%(+2.83K) | $50.06(+41.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.38% | +30.85% |
| Top 20 Holdings Unweighted | +9.52% | +31.36% |
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