StockDriftsStockDriftsTop 50 Fi3 FINANCIAL ADVISORS, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 14.42% | 76.5K | $50.0M | +13.08%(+8.84K) | $443.57(+68.73%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 11.97% | 647.4K | $41.5M | -0.14%(-904) | $44.84(+57.92%) | 2026-03-31 | |
| IJR | iShares Core S&P Small Cap ETF | 11.52% | 321.0K | $39.9M | +6.27%(+18.95K) | $101.11(+44.88%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF Trust | 4.89% | 26.0K | $16.9M | +1.23%(+317) | $392.84(+89.59%) | 2026-03-31 | |
| LLY | Eli Lilly & Co | 4.14% | 15.6K | $14.3M | +2.73%(+415) | $237.90(+410.26%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market Index Fund ETF | 3.85% | 41.5K | $13.3M | +68.39%(+16.86K) | $276.63(+33.30%) | 2026-03-31 | |
| SCHP | Schwab US TIPS ETF | 3.69% | 480.7K | $12.8M | +28.61%(+106.94K) | $26.46(-0.63%) | 2026-03-31 | |
| AAPL | Apple Inc | 3.22% | 44.0K | $11.2M | +10.07%(+4.02K) | $158.25(+95.02%) | 2026-03-31 | |
| NVDA | Nvidia Corporation | 2.43% | 48.3K | $8.4M | +29.24%(+10.94K) | $93.73(+107.87%) | 2026-03-31 | |
| VB | Vanguard Small-Cap Index Fund ETF | 2.02% | 26.7K | $7.0M | -13.30%(-4.10K) | $199.39(+50.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.44% | +49.89% |
| Top 20 Holdings Unweighted | +17.64% | +62.78% |
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