StockDriftsStockDriftsTop 50 Evergreen Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 14.32% | 170.9K | $18.7M | +0.66%(+1.13K) | $121.09(+3.01%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 14.1% | 550.3K | $18.5M | +9.17%(+46.21K) | $33.84(-1.40%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 8.47% | 387.1K | $11.1M | +6.38%(+23.20K) | $28.86(-1.98%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.57% | 233.1K | $9.9M | +74.78%(+99.74K) | $42.94(+13.99%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.08% | 67.7K | $4.0M | -60.14%(-102.10K) | $59.74(-1.57%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.94% | 9.0K | $3.9M | -2.49%(-231) | $470.85(-74.27%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.64% | 5.3K | $3.5M | +97.83%(+2.62K) | $673.14(+11.18%) | 2026-03-31 | |
| MINO | PIMCO ETF TR | 2.59% | 75.0K | $3.4M | +42.10%(+22.21K) | $45.29(+0.81%) | 2026-03-31 | |
| SHYM | BLACKROCK ETF TRUST II | 2.54% | 151.3K | $3.3M | +23.20%(+28.50K) | $22.25(+0.63%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.18% | 54.1K | $2.9M | +114.34%(+28.84K) | $49.79(+10.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.03% | -38.65% |
| Top 20 Holdings Unweighted | -8.82% | -24.20% |
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