StockDriftsStockDriftsTop 50 Goalvest Advisory Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 33.51% | 287.2K | $171.6M | +3.96%(+10.94K) | $425.84(+56.23%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 5.97% | 70.0K | $30.6M | -17.08%(-14.41K) | $49.74(+69.49%) | 2026-03-31 | |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 4% | 611.1K | $20.5M | -0.31%(-1.93K) | $32.93(+1.46%) | 2026-03-31 | |
| GMUB | GOLDMAN SACHS MUNICIPAL INCOME ETF | 3.06% | 307.3K | $15.7M | +13.09%(+35.56K) | $50.71(+0.86%) | 2026-03-31 | |
| XNTK | STATE STREET SPDR NYSE TECHNOLOGY ETF | 2.77% | 55.6K | $14.2M | +19.06%(+8.90K) | $227.93(+41.65%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2.67% | 151.0K | $13.7M | -0.58%(-876) | $76.86(+24.15%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2.33% | 37.2K | $11.9M | -7.16%(-2.87K) | $185.77(+92.16%) | 2026-03-31 | |
| VGK | VANGUARD FTSE EUROPE ETF | 1.93% | 119.8K | $9.9M | +9.31%(+10.21K) | $76.44(+13.65%) | 2026-03-31 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | 1.83% | 202.4K | $9.3M | -0.37%(-747) | $35.71(+25.76%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 1.63% | 119.8K | $8.4M | +472.65%(+98.91K) | $68.12(+17.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.16% | +56.72% |
| Top 20 Holdings Unweighted | +15.23% | +53.00% |
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