StockDriftsStockDriftsTop 50 Graetz Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.93% | 14.9K | $8.9M | -10.11%(-1.67K) | $619.76(+10.11%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 6.09% | 82.4K | $6.8M | -6.22%(-5.46K) | $83.93(-1.63%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.41% | 94.6K | $6.1M | +13.12%(+10.97K) | $61.44(+14.96%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 5.13% | 74.5K | $5.8M | +35.04%(+19.34K) | $77.87(-1.60%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5% | 9.7K | $5.6M | -24.76%(-3.19K) | $607.34(+17.68%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.51% | 68.5K | $5.0M | +12.23%(+7.47K) | $74.18(-1.35%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.03% | 83.5K | $4.5M | +3.83%(+3.08K) | $53.97(+11.07%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 2.81% | 34.4K | $3.1M | +19.12%(+5.52K) | $89.93(+17.91%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.71% | 15.8K | $3.0M | new | $191.74(+5.83%) | 2026-03-31 | |
| JNK | SPDR SERIES TRUST | 2.56% | 30.0K | $2.9M | -21.79%(-8.35K) | $97.60(-1.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.29% | -22.87% |
| Top 20 Holdings Unweighted | -8.06% | -22.28% |
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