StockDriftsStockDriftsTop 50 Englebert Financial Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | 11.41% | 132.6K | $10.0M | -29.81%(-56.32K) | $75.52(+0.04%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 10.85% | 211.2K | $9.5M | +11.20%(+21.27K) | $45.66(-1.15%) | 2026-03-31 | |
| JSI | JANUS DETROIT STR TR | 9.19% | 156.8K | $8.1M | +13.80%(+19.01K) | $52.12(-1.21%) | 2026-03-31 | |
| MGMT | UNIFIED SER TR | 8.76% | 170.8K | $7.7M | +13.80%(+20.70K) | $44.25(+7.24%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 8.58% | 97.5K | $7.5M | +10.23%(+9.05K) | $78.10(-1.44%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 7.67% | 133.8K | $6.7M | +6.61%(+8.30K) | $50.67(-0.07%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.59% | 5.3K | $3.2M | +33.85%(+1.34K) | $617.88(+10.44%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 2.51% | 23.5K | $2.2M | +20.86%(+4.05K) | $87.80(+13.43%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.17% | 6.2K | $1.9M | -2.39%(-151) | $344.94(+20.83%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 1.99% | 27.0K | $1.8M | -1.71%(-469) | $66.73(-6.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.99% | -11.50% |
| Top 20 Holdings Unweighted | +0.12% | +0.35% |
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