StockDriftsStockDriftsTop 50 Fullen Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 11.45% | 275.4K | $21.2M | +4.70%(+12.36K) | — | 2023-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 10.79% | 367.5K | $20.0M | +10.09%(+33.66K) | — | 2023-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 8.69% | 210.4K | $16.1M | +14.56%(+26.73K) | — | 2023-03-31 | |
| VB | VANGUARD INDEX FDS | 7.52% | 74.5K | $14.0M | +16.53%(+10.57K) | — | 2023-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.65% | 87.7K | $12.3M | +13.98%(+10.76K) | — | 2023-03-31 | |
| IGSB | ISHARES TR | 6.04% | 221.0K | $11.2M | -3.68%(-8.44K) | — | 2023-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.06% | 37.2K | $9.4M | +20.48%(+6.33K) | — | 2023-03-31 | |
| VOE | VANGUARD INDEX FDS | 4.59% | 63.0K | $8.5M | +7.10%(+4.18K) | — | 2023-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.32% | 153.1K | $6.2M | +9.73%(+13.57K) | — | 2023-03-31 | |
| VOT | VANGUARD INDEX FDS | 2.6% | 25.3K | $4.8M | +15.19%(+3.34K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Fullen Financial Group reports $185.50M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are BIV (11.4%), VEU (10.8%) and BSV (8.7%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fullen Financial Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1822731). View Fullen Financial Group’s 13F filings on SEC