StockDriftsStockDriftsTop 12 E&R Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 23.12% | 118.3K | $23.2M | +2.67%(+3.07K) | $188.87(+16.05%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 19.57% | 90.5K | $19.7M | +3.72%(+3.25K) | $210.40(+15.60%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 16.52% | 283.2K | $16.6M | +5.02%(+13.54K) | $58.78(-1.20%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 16.45% | 208.4K | $16.5M | +3.79%(+7.60K) | $79.82(-1.29%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.13% | 158.6K | $10.2M | +0.78%(+1.23K) | $61.21(+15.68%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 6.66% | 45.9K | $6.7M | +1.54%(+694) | $142.96(+8.50%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.34% | 62.0K | $3.4M | +3.02%(+1.82K) | $53.97(+9.40%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.05% | 34.5K | $3.1M | +9.01%(+2.85K) | $89.84(+9.10%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 0.36% | 759 | $364K | +0.00%(+0) | $493.90(+2.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.27% | 1.1K | $273K | +0.00%(+0) | $263.24(+17.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.68% | +18.02% |
| Top 20 Holdings Unweighted | +6.31% | +20.15% |
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