StockDriftsStockDriftsTop 50 Forvis Mazars Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 30.44% | 5.00M | $1.60B | +3.02%(+146.48K) | $173.57(+110.12%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 10.77% | 7.55M | $567.2M | +1.65%(+122.31K) | $53.46(+55.18%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 3.51% | 2.89M | $185.0M | +9.75%(+257.17K) | $61.35(+10.44%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.01% | 2.05M | $158.7M | +19.70%(+337.58K) | $82.63(-6.84%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.97% | 6.23M | $156.4M | +0.58%(+36.12K) | $15.39(+85.60%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.87% | 1.53M | $151.4M | +3.05%(+45.15K) | $98.19(+0.49%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.53% | 223.1K | $133.3M | -5.46%(-12.88K) | $377.00(+81.01%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.44% | 2.82M | $128.6M | +4.07%(+110.35K) | $45.30(+0.47%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.12% | 171.2K | $111.8M | +2.78%(+4.63K) | $166.87(+346.90%) | 2026-03-31 | |
| TSPA | T ROWE PRICE ETF INC | 2.1% | 2.70M | $110.4M | +17.55%(+403.20K) | $38.49(+22.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.53% | +42.49% |
| Top 20 Holdings Unweighted | +10.01% | +33.15% |
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