StockDriftsStockDriftsTop 50 Greenwood Gearhart Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 8.96% | 277.3K | $165.7M | +4.49%(+11.92K) | $451.08(+51.82%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.96% | 1.43M | $110.3M | +45.76%(+448.93K) | $66.58(+27.43%) | 2026-03-31 | |
| IGIB | ISHARES TR | 4.94% | 1.72M | $91.4M | +6.70%(+107.89K) | $53.15(-0.37%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.88% | 3.52M | $90.3M | -25.82%(-1.23M) | $19.30(+52.31%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.76% | 1.74M | $88.0M | +9.56%(+151.75K) | $50.51(-0.17%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.12% | 798.9K | $76.2M | +9.55%(+69.63K) | $95.35(-1.29%) | 2026-03-31 | |
| WMT | WALMART INC | 3.86% | 574.1K | $71.3M | -2.91%(-17.18K) | $54.66(+104.59%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 3.67% | 462.5K | $67.8M | +3.14%(+14.07K) | $138.17(+18.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.11% | 226.4K | $57.5M | +3.53%(+7.72K) | $107.66(+186.66%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.8% | 985.5K | $51.8M | +6.08%(+56.47K) | $52.17(+0.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.00% | +44.29% |
| Top 20 Holdings Unweighted | +13.42% | +45.92% |
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