StockDriftsStockDriftsTop 50 Grey Fox Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | Vanguard Value ETF | 13.31% | 351.5K | $69.0M | +4.20%(+14.17K) | $153.11(+36.09%) | 2026-03-31 | |
| VUG | Vanguard Growth Index ETF | 10.1% | 119.8K | $52.3M | +1.19%(+1.41K) | $47.24(+85.23%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 9.49% | 767.0K | $49.2M | +8.09%(+57.41K) | $49.76(+41.95%) | 2026-03-31 | |
| BIV | Vanguard Intermediate Term Bond ETF | 5.8% | 389.6K | $30.1M | +37.74%(+106.75K) | $77.19(-0.74%) | 2026-03-31 | |
| AGG | iShares Core US Aggregate Bond ETF | 5.55% | 289.5K | $28.7M | +4.07%(+11.34K) | $98.11(+0.57%) | 2026-03-31 | |
| VBR | Vanguard Small Cap Value ETF | 5.19% | 123.8K | $26.9M | +0.82%(+1.01K) | $172.50(+33.34%) | 2026-03-31 | |
| VO | Vanguard Mid Cap ETF IV | 4.56% | 82.3K | $23.6M | +9.83%(+7.37K) | $58.54(+31.60%) | 2026-03-31 | |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | 3.3% | 176.9K | $17.1M | +3.57%(+6.09K) | $82.27(+30.22%) | 2026-03-31 | |
| VCSH | Vanguard Short Term Cor BD ETF IV | 3.16% | 206.5K | $16.4M | +22.82%(+38.37K) | $76.57(+3.20%) | 2026-03-31 | |
| SPEM | SPDR Index Shares Emerg Markt ETF IV | 2.38% | 263.1K | $12.3M | +28.44%(+58.26K) | $39.11(+33.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.11% | +33.51% |
| Top 20 Holdings Unweighted | +7.86% | +25.49% |
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