StockDriftsStockDriftsTop 50 Edmonds Duncan Registered Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY TOTAL BOND ETF | 7.6% | 742.9K | $34.7M | +6.56%(+45.74K) | — | 2024-09-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 7.55% | 174.0K | $34.5M | +5.27%(+8.72K) | — | 2024-09-30 | |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7.45% | 906.1K | $34.0M | +6.33%(+53.90K) | — | 2024-09-30 | |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | 7.07% | 389.1K | $32.3M | +5.62%(+20.70K) | — | 2024-09-30 | |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETF | 6.99% | 603.5K | $31.9M | +7.41%(+41.62K) | — | 2024-09-30 | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 6.09% | 283.4K | $27.8M | +5.09%(+13.73K) | — | 2024-09-30 | |
| FLTR | VANECK IG FLOATING RATE ETF | 5.96% | 1.07M | $27.2M | +6.63%(+66.40K) | — | 2024-09-30 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 3.15% | 85.8K | $14.4M | +6.03%(+4.88K) | — | 2024-09-30 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 3.09% | 70.2K | $14.1M | +5.65%(+3.75K) | — | 2024-09-30 | |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 3.05% | 518.6K | $13.9M | +6.87%(+33.32K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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