StockDriftsStockDriftsTop 12 Financial Counselors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 75.71% | 82.1K | $53.6M | +5.30%(+4.14K) | $629.07(+18.55%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKET | 8.16% | 90.2K | $5.8M | -1.33%(-1.22K) | $45.19(+56.29%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 3.8% | 21.6K | $2.7M | -0.14%(-31) | $103.58(+30.60%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS | 2.51% | 33.0K | $1.8M | +0.40%(+130) | $47.56(+26.02%) | 2026-03-31 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 2.45% | 8.0K | $1.7M | -1.32%(-107) | $108.78(+111.46%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MAR | 2.39% | 24.3K | $1.7M | -7.36%(-1.93K) | $55.98(+46.58%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 1.56% | 1.9K | $1.1M | -0.38%(-7) | $369.20(+84.83%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.17% | 1.3K | $831K | +0.00%(+0) | $359.96(+106.22%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD TR | 0.76% | 2.8K | $537K | +0.00%(+0) | $148.20(+36.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.65% | 1.8K | $460K | -4.48%(-85) | $69.46(+330.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.45% | +70.41% |
| Top 20 Holdings Unweighted | +21.05% | +77.36% |
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