StockDriftsStockDriftsTop 47 Fusion Family Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.57% | 393.8K | $235.3M | +3.43%(+13.05K) | $337.58(+102.15%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 14.39% | 1.68M | $192.7M | +2.99%(+48.75K) | $65.96(+89.61%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.48% | 1.98M | $127.0M | +1.95%(+37.99K) | $43.55(+62.17%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 8.64% | 441.7K | $115.7M | +2.79%(+11.98K) | $182.83(+56.25%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.36% | 2.07M | $112.0M | +1.07%(+22.01K) | $42.60(+40.69%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.82% | 1.12M | $77.9M | -3.13%(-36.15K) | $47.91(+71.24%) | 2026-03-31 | |
| RWJ | INVESCO EXCH TRADED FD TR II | 5.65% | 1.50M | $75.7M | +1.42%(+20.97K) | $28.75(+88.32%) | 2026-03-31 | |
| RWK | INVESCO EXCH TRADED FD TR II | 5.28% | 551.5K | $70.7M | +2.60%(+13.96K) | $76.30(+80.22%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.28% | 99.3K | $57.3M | -0.27%(-264) | $191.51(+273.20%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.95% | 584.7K | $52.9M | -0.21%(-1.20K) | $62.03(+56.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.68% | +43.07% |
| Top 20 Holdings Unweighted | +11.52% | +38.68% |
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