StockDriftsStockDriftsTop 50 Gleason Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 21.01% | 355.0K | $212.1M | -1.55%(-5.59K) | $410.06(+66.42%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 13.67% | 430.2K | $138.0M | +2.36%(+9.92K) | $236.81(+54.01%) | 2026-03-31 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 12.93% | 634.2K | $130.5M | +4.28%(+26.03K) | $159.51(+42.69%) | 2026-03-31 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 10.14% | 1.33M | $102.4M | +4.66%(+59.10K) | $61.72(+37.85%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 6.86% | 352.7K | $69.2M | +0.58%(+2.05K) | $142.56(+46.17%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 5.75% | 133.0K | $58.1M | -1.58%(-2.14K) | $44.82(+95.25%) | 2026-03-31 | |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 3.44% | 695.4K | $34.7M | +10.48%(+65.98K) | $49.44(+1.34%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 3.19% | 1.26M | $32.2M | -2.39%(-30.76K) | $15.69(+85.96%) | 2026-03-31 | |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | 3% | 299.6K | $30.3M | +5.69%(+16.12K) | $100.64(+0.31%) | 2026-03-31 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 2.43% | 412.2K | $24.5M | +0.61%(+2.51K) | $59.56(-0.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.08% | +52.41% |
| Top 20 Holdings Unweighted | +13.82% | +47.45% |
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