StockDriftsStockDriftsTop 50 Fund Evaluation Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 34.16% | 1.70M | $1.11B | +4.70%(+76.42K) | $405.55(+84.55%) | 2026-03-31 | |
| GOVT | iShares US Treasury Bond ETF | 12.67% | 18.00M | $412.4M | +6.47%(+1.09M) | $22.91(-0.97%) | 2026-03-31 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 9.56% | 10.68M | $311.1M | +13.11%(+1.24M) | $17.79(+91.78%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 7.31% | 9.27M | $237.8M | -2.30%(-218.02K) | $21.61(+36.04%) | 2026-03-31 | |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 6.21% | 2.33M | $202.0M | +14.10%(+288.19K) | $73.66(+28.59%) | 2026-03-31 | |
| SCHF | Schwab International Equity ETF | 4.21% | 5.53M | $136.9M | -3.38%(-193.31K) | $19.46(+41.18%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 3.86% | 210.4K | $125.7M | -0.06%(-117) | $527.99(+29.71%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2.92% | 296.3K | $95.1M | +5817.99%(+291.31K) | $327.43(+12.62%) | 2026-03-31 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 2.28% | 1.49M | $74.3M | +25.62%(+303.31K) | $50.09(-1.02%) | 2026-03-31 | |
| CATH | S&P500 Catholic Values ETF | 1.77% | 738.5K | $57.7M | +7.70%(+52.80K) | $61.81(+43.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.55% | +46.43% |
| Top 20 Holdings Unweighted | +8.98% | +29.43% |
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