StockDriftsStockDriftsTop 50 Founders Grove Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 7.95% | 546.1K | $35.0M | -0.44%(-2.40K) | $50.25(+37.27%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 5.46% | 261.9K | $24.0M | +1.24%(+3.21K) | $91.61(-0.20%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.38% | 44.1K | $19.3M | +0.99%(+431) | $66.32(+27.13%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 4.05% | 25.6K | $17.8M | -1.86%(-485) | $75.42(+41.63%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.63% | 17.4K | $16.0M | -0.25%(-44) | $828.89(+19.30%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.24% | 47.8K | $14.3M | +1.78%(+834) | $267.71(+24.33%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 2.98% | 263.6K | $13.1M | +7.17%(+17.63K) | $49.80(-0.25%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.9% | 112.7K | $12.7M | -0.43%(-486) | $98.54(+33.40%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.71% | 119.9K | $11.9M | +2.73%(+3.19K) | $99.66(-0.90%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.3% | 169.6K | $10.1M | +4.48%(+7.28K) | $59.21(-0.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.40% | +13.80% |
| Top 20 Holdings Unweighted | +4.04% | +12.63% |
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