StockDriftsStockDriftsTop 50 Financial Advisory Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.68% | 183.8K | $120.0M | -0.24%(-451) | $582.57(+24.79%) | 2026-03-31 | |
| IWP | ISHARES TR | 13.94% | 783.0K | $100.3M | +4.04%(+30.40K) | $122.84(+11.94%) | 2026-03-31 | |
| TFLO | ISHARES TR | 10.51% | 1.49M | $75.7M | -6.24%(-99.40K) | $50.54(-0.05%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 8.59% | 284.7K | $61.8M | -0.02%(-45) | $198.81(+16.76%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.77% | 760.1K | $48.7M | -2.08%(-16.17K) | $50.32(+37.10%) | 2026-03-31 | |
| SCZ | ISHARES TR | 6.34% | 581.9K | $45.6M | -1.87%(-11.07K) | $64.22(+30.28%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.96% | 218.8K | $42.9M | +0.27%(+596) | $172.38(+19.81%) | 2026-03-31 | |
| IBTG | ISHARES TR | 5.1% | 1.60M | $36.7M | -1.34%(-21.72K) | $22.93(-0.39%) | 2026-03-31 | |
| IBTJ | ISHARES TR | 4.77% | 1.57M | $34.3M | +3248.83%(+1.52M) | $21.90(-0.92%) | 2026-03-31 | |
| IBTI | ISHARES TR | 3.82% | 1.23M | $27.5M | +25.75%(+252.78K) | $22.18(-0.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.44% | +10.69% |
| Top 20 Holdings Unweighted | +3.56% | +11.08% |
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