StockDriftsStockDriftsTop 50 Fiduciary Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.88% | 22.0K | $13.2M | +3.23%(+688) | $538.35(+23.58%) | 2026-03-31 | |
| ISTB | ISHARES TR | 9.23% | 253.5K | $12.3M | +11.36%(+25.85K) | $48.36(-0.21%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 8.22% | 41.8K | $10.9M | -0.85%(-358) | $239.18(+19.86%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 7.9% | 136.4K | $10.5M | +5.41%(+7.00K) | $63.26(+31.85%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.36% | 29.5K | $8.5M | +2.93%(+840) | $66.65(+16.58%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 5.34% | 75.3K | $7.1M | +8.57%(+5.95K) | $74.02(+32.95%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.08% | 105.6K | $6.8M | -7.51%(-8.57K) | $50.34(+37.03%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.71% | 31.9K | $6.3M | -2.86%(-939) | $172.99(+19.39%) | 2026-03-31 | |
| MGC | VANGUARD WORLD FD | 4.25% | 23.9K | $5.6M | +5.09%(+1.16K) | $211.53(+25.23%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.4% | 30.5K | $4.5M | +0.03%(+9) | $129.26(+20.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.53% | +17.53% |
| Top 20 Holdings Unweighted | +5.50% | +17.43% |
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