StockDriftsStockDriftsTop 50 Gladwyn Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | 7.71% | 51.0K | $11.1M | +0.70%(+355) | $190.88(+21.61%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 7.62% | 36.2K | $10.9M | +1.83%(+650) | $265.86(+28.54%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 7.58% | 59.1K | $10.9M | -0.29%(-171) | $162.36(+19.32%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 7.12% | 39.8K | $10.2M | +12.58%(+4.45K) | $265.48(+8.91%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 5.89% | 58.4K | $8.5M | -0.02%(-14) | $129.92(+17.56%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 5.48% | 21.4K | $7.9M | +11.59%(+2.22K) | $68.64(+24.09%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 4.86% | 47.9K | $7.0M | -2.65%(-1.30K) | $125.98(+25.75%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.64% | 123.5K | $6.7M | -0.13%(-160) | $47.45(+25.09%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.82% | 73.0K | $5.5M | -3.94%(-3.00K) | $64.48(+26.03%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.37% | 61.1K | $4.8M | +3.13%(+1.85K) | $79.27(-0.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.94% | +15.57% |
| Top 20 Holdings Unweighted | +4.53% | +14.23% |
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