StockDriftsStockDriftsTop 40 Family CFO Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 22.19% | 154.5K | $49.5M | -0.41%(-635) | $229.48(+58.93%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 10.04% | 104.3K | $22.4M | +0.49%(+509) | $161.50(+41.60%) | 2026-03-31 | |
| VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 9.39% | 271.9K | $21.0M | -0.70%(-1.93K) | $59.66(+42.62%) | 2026-03-31 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 7.22% | 74.2K | $16.1M | -3.03%(-2.32K) | $171.21(+34.35%) | 2026-03-31 | |
| VMBS | VANGUARD MORTGAGE-BACK SEC ETF | 6.79% | 322.9K | $15.2M | +3.03%(+9.49K) | $48.18(-3.10%) | 2026-03-31 | |
| VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 5.41% | 82.9K | $12.1M | -0.97%(-816) | $120.54(+33.63%) | 2026-03-31 | |
| BE | Bloom Energy Corporation Com C L A | 4.69% | 77.4K | $10.5M | -7.76%(-6.51K) | $18.29(+1484.45%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 4.48% | 16.7K | $10.0M | -13.38%(-2.58K) | $413.31(+65.11%) | 2026-03-31 | |
| VCIT | VANGUARD INT-TERM CORP ETF | 4.14% | 111.6K | $9.2M | -7.01%(-8.41K) | $81.43(+1.39%) | 2026-03-31 | |
| VTIP | VANGUARD STRM INFPROIDX ETF | 3.49% | 156.1K | $7.8M | -1.16%(-1.83K) | $48.16(+4.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.62% | +46.69% |
| Top 20 Holdings Unweighted | +17.36% | +61.66% |
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