StockDriftsStockDriftsTop 15 Finhabits Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TTL STK | 18.27% | 139.0K | $19.8M | +5.08%(+6.72K) | $147.09(+11.33%) | 2026-03-31 | |
| VCSH | VANGUARD SHRT TRM CORP BD | 10.18% | 139.2K | $11.0M | +1.49%(+2.04K) | $79.83(-1.30%) | 2026-03-31 | |
| LQD | ISHARES IBOXX INV CP | 10.14% | 100.8K | $11.0M | +2.37%(+2.33K) | $110.80(-1.95%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 9.03% | 181.0K | $9.8M | +2.91%(+5.11K) | $53.97(+9.40%) | 2026-03-31 | |
| VTIP | VANGUARD STRM INFPROIDX | 8.2% | 178.0K | $8.9M | +0.10%(+175) | $50.04(-0.93%) | 2026-03-31 | |
| DYNF | BLACKROCK ISHARES US EQUIT | 7.72% | 143.8K | $8.4M | +6.35%(+8.59K) | $59.97(+11.93%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEV MKT | 7.53% | 127.3K | $8.2M | -0.98%(-1.26K) | $61.19(+15.71%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ACCES TREASURY | 6.68% | 72.3K | $7.2M | +5.05%(+3.48K) | $100.08(-0.17%) | 2026-03-31 | |
| EMB | ISHARES JPMORGAN USD EMG | 5.26% | 60.7K | $5.7M | +2.57%(+1.52K) | $95.72(+0.50%) | 2026-03-31 | |
| VMBS | VANGUARD MTG-BKD SECS | 4.75% | 109.7K | $5.2M | +0.26%(+290) | $47.02(-0.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.39% | -12.61% |
| Top 20 Holdings Unweighted | -0.69% | -2.06% |
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