StockDriftsStockDriftsTop 43 Fee-Only Financial Planning, L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 27.97% | 106.1K | $46.3M | -0.87%(-935) | $35.76(+144.74%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 19.47% | 164.4K | $32.3M | -1.34%(-2.24K) | $132.18(+57.64%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 8.75% | 50.5K | $14.5M | -0.42%(-212) | $49.08(+56.95%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 6.89% | 52.5K | $11.4M | -0.33%(-173) | $151.39(+51.94%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.8% | 43.0K | $11.3M | -1.31%(-571) | $177.95(+60.53%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 5.44% | 29.8K | $9.0M | -0.60%(-179) | $198.42(+72.96%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.54% | 100.2K | $7.5M | -0.23%(-232) | $47.70(+73.92%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 2.51% | 22.5K | $4.2M | +0.04%(+9) | $129.58(+48.14%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.49% | 6.9K | $4.1M | -10.67%(-825) | $349.94(+95.01%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.73% | 8.9K | $2.9M | -2.44%(-223) | $188.67(+93.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.56% | +50.34% |
| Top 20 Holdings Unweighted | +13.86% | +47.60% |
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