StockDriftsStockDriftsTop 50 Financial & Tax Architects, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 5.77% | 80.6K | $25.9M | +2.38%(+1.87K) | $330.86(+10.23%) | 2026-03-31 | |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | 5.1% | 942.3K | $22.9M | +6.21%(+55.07K) | $20.74(+24.18%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 4.55% | 210.2K | $20.4M | -2.96%(-6.42K) | $78.66(+31.99%) | 2026-03-31 | |
| USRT | ISHARES CORE U.S. REIT ETF | 4.31% | 326.8K | $19.3M | -0.47%(-1.53K) | $53.29(+21.65%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 4.3% | 29.6K | $19.3M | -2.52%(-766) | $415.61(+78.61%) | 2026-03-31 | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 4.23% | 198.6K | $19.0M | +1.29%(+2.52K) | $97.64(-3.40%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 2.27% | 102.6K | $10.2M | -10.98%(-12.66K) | $102.37(-3.62%) | 2026-03-31 | |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 2.14% | 105.1K | $9.6M | new | $85.88(+23.47%) | 2026-03-31 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 2.09% | 187.6K | $9.4M | +2.22%(+4.07K) | $50.06(+0.80%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 2.03% | 53.7K | $9.1M | -15.42%(-9.78K) | $72.24(+109.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.37% | +16.98% |
| Top 20 Holdings Unweighted | +5.73% | +18.19% |
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