StockDriftsStockDriftsTop 50 Fairman Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.69% | 44.2K | $28.9M | +5.14%(+2.16K) | $526.42(+41.66%) | 2026-03-31 | |
| ACN | ACCENTURE PLC IRELAND | 14.8% | 87.3K | $17.3M | -0.11%(-100) | $333.94(-52.19%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.95% | 145.2K | $9.3M | +13.25%(+16.99K) | $49.50(+42.70%) | 2026-03-31 | |
| ESNT | ESSENT GROUP LTD | 3.89% | 77.9K | $4.6M | -12.37%(-11.00K) | $51.64(+16.07%) | 2026-03-31 | |
| STRV | EA SERIES TRUST | 3.87% | 107.7K | $4.5M | +0.29%(+309) | $35.63(+34.27%) | 2026-03-31 | |
| WRB | BERKLEY W R CORP | 3.01% | 53.1K | $3.5M | +0.00%(+0) | $44.76(+46.19%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.77% | 10.1K | $3.2M | +4.19%(+406) | $235.08(+55.14%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 2.64% | 102.3K | $3.1M | +14.63%(+13.05K) | $27.53(+13.02%) | 2026-03-31 | |
| HIMU | BLACKROCK ETF TRUST II | 2.38% | 58.1K | $2.8M | -1.67%(-990) | $49.51(-1.84%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.2% | 38.2K | $2.6M | +0.92%(+348) | $54.99(+33.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.80% | +5.49% |
| Top 20 Holdings Unweighted | +11.14% | +37.27% |
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