StockDriftsStockDriftsTop 50 Fiduciary Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.2% | 101.9K | $60.9M | +6.06%(+5.82K) | $312.09(+119.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.78% | 220.6K | $56.0M | -0.31%(-676) | $38.22(+707.53%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.95% | 161.2K | $46.2M | -0.86%(-1.40K) | $121.35(+193.50%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.8% | 447.9K | $44.5M | +16.15%(+62.27K) | $99.14(-0.53%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.85% | 90.1K | $33.4M | +0.26%(+238) | $65.18(+499.06%) | 2026-03-31 | |
| SHY | ISHARES TR | 2.38% | 337.8K | $27.9M | -2.46%(-8.51K) | $82.89(-1.14%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.28% | 417.2K | $26.7M | +0.86%(+3.57K) | $40.89(+73.19%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.2% | 87.7K | $25.8M | -0.86%(-761) | $87.02(+284.34%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.18% | 53.3K | $25.5M | -0.33%(-179) | $158.21(+220.96%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.13% | 473.6K | $24.9M | +4.68%(+21.16K) | $52.25(-0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.15% | +44.85% |
| Top 20 Holdings Unweighted | +13.20% | +45.07% |
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