StockDriftsStockDriftsTop 50 Ellenbecker Investment Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.13% | 285.8K | $186.7M | +1.56%(+4.39K) | $298.92(+149.48%) | 2026-03-31 | |
| AGG | ISHARES TR | 10.99% | 822.2K | $81.6M | +12.38%(+90.54K) | $101.81(-3.08%) | 2026-03-31 | |
| VEA | VANGUARD INTL EQUITY INDEX F | 8.86% | 1.03M | $65.8M | +7.90%(+75.23K) | $53.58(+31.81%) | 2026-03-31 | |
| IWF | ISHARES TR | 8.6% | 149.8K | $63.9M | +5.75%(+8.14K) | $242.79(-48.80%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 7.31% | 207.3K | $54.3M | +2.83%(+5.71K) | $181.70(+57.22%) | 2026-03-31 | |
| PYLD | PIMCO | 6.04% | 1.71M | $44.9M | +7.57%(+120.61K) | $26.32(+0.08%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.22% | 146.7K | $31.4M | +9.21%(+12.38K) | $170.24(+37.86%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.87% | 531.8K | $28.7M | +6.81%(+33.92K) | $45.41(+31.99%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 3.04% | 381.7K | $22.6M | +9.91%(+34.41K) | $54.53(+17.59%) | 2026-03-31 | |
| AOA | ISHARES TR | 2.58% | 216.3K | $19.1M | +21.60%(+38.42K) | $77.29(+25.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.07% | +44.56% |
| Top 20 Holdings Unweighted | +10.30% | +34.19% |
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