StockDriftsStockDriftsTop 50 Global Strategic Investment Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 10.14% | 1.14M | $103.1M | +0.16%(+1.82K) | $65.09(+49.24%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 8.44% | 916.0K | $85.9M | +1.48%(+13.40K) | $69.03(+49.13%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 7.5% | 695.3K | $76.3M | +9.70%(+61.47K) | $76.76(+66.72%) | 2026-03-31 | |
| IUSB | ISHARES TR | 5.75% | 1.27M | $58.5M | +3.27%(+40.14K) | $45.89(+0.23%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 5.31% | 669.3K | $54.0M | -1.43%(-9.73K) | $65.11(+35.58%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 4.5% | 1.00M | $45.8M | -3.18%(-32.88K) | $30.79(+63.26%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.16% | 96.8K | $42.3M | -0.32%(-310) | $29.71(+194.51%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.78% | 770.9K | $38.5M | +11.39%(+78.83K) | $49.59(+1.03%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.19% | 690.7K | $32.4M | -0.77%(-5.39K) | $35.49(+47.16%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.09% | 296.2K | $31.4M | +0.44%(+1.28K) | $106.47(+0.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.76% | +35.89% |
| Top 20 Holdings Unweighted | +10.53% | +35.04% |
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