StockDriftsStockDriftsTop 50 Essex LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JBND | J P MORGAN EXCHANGE TRADED F | 6.36% | 670.3K | $36.0M | +9.10%(+55.93K) | $53.93(-1.10%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 6.34% | 464.0K | $35.9M | +9.52%(+40.33K) | $78.00(-1.31%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 6.11% | 260.2K | $34.6M | +4.36%(+10.87K) | $89.18(+98.30%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.02% | 343.4K | $28.4M | -2.92%(-10.32K) | $80.16(+2.99%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.25% | 938.7K | $24.1M | +0.29%(+2.71K) | $18.49(+57.75%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 3.78% | 857.9K | $21.4M | +1.92%(+16.18K) | $26.80(-6.61%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 3.76% | 205.4K | $21.3M | +0.38%(+786) | $78.97(+162.48%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 3.64% | 666.2K | $20.6M | +1.44%(+9.45K) | $25.50(+35.20%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.51% | 802.9K | $19.9M | +1.29%(+10.19K) | $19.01(+43.69%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.23% | 231.2K | $18.3M | -0.45%(-1.05K) | $76.46(+3.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.59% | +31.61% |
| Top 20 Holdings Unweighted | +12.10% | +40.87% |
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