StockDriftsStockDriftsTop 50 Farrell Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 10.09% | 56.5K | $16.9M | +3.31%(+1.81K) | $214.60(+55.10%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 6.63% | 432.7K | $11.1M | +0.08%(+339) | $20.76(+37.28%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 6.62% | 98.7K | $11.1M | -1.20%(-1.20K) | $87.37(+45.51%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.07% | 102.6K | $8.5M | +10.00%(+9.32K) | $80.54(+2.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.8% | 31.7K | $8.0M | +5.71%(+1.71K) | $186.26(+52.57%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.74% | 123.8K | $7.9M | +1.09%(+1.33K) | $47.07(+46.55%) | 2026-03-31 | |
| VSGX | VANGUARD WORLD FD | 4% | 93.3K | $6.7M | +0.64%(+589) | $56.17(+39.39%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.91% | 88.8K | $6.5M | -1.04%(-935) | $72.32(+1.27%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.83% | 22.3K | $6.4M | -3.81%(-885) | $55.70(+39.50%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.68% | 23.5K | $6.2M | -3.96%(-970) | $203.39(+40.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.93% | +47.87% |
| Top 20 Holdings Unweighted | +13.24% | +45.20% |
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