StockDriftsStockDriftsTop 50 Evolve Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 4.48% | 832.2K | $83.8M | +27.08%(+177.34K) | $100.54(-0.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.07% | 299.8K | $76.1M | +10.82%(+29.27K) | $263.20(+7.97%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.63% | 282.2K | $49.2M | +12.80%(+32.02K) | $185.85(+5.73%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 2.6% | 526.5K | $48.6M | +12.85%(+59.97K) | $93.15(-1.41%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.55% | 1.42M | $47.8M | +11.55%(+146.56K) | $34.19(-1.30%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.3% | 433.6K | $43.0M | -1.95%(-8.63K) | $100.06(-1.29%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.94% | 98.0K | $36.3M | +25.79%(+20.10K) | $485.64(-15.29%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 1.93% | 466.9K | $36.1M | new | $77.64(-0.80%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.88% | 476.9K | $35.1M | -17.42%(-100.58K) | $74.22(-1.32%) | 2026-03-31 | |
| ISCF | ISHARES TR | 1.45% | 647.5K | $27.1M | +5.03%(+31.03K) | $41.32(+7.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.03% | -0.08% |
| Top 20 Holdings Unweighted | +0.21% | +0.64% |
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