StockDriftsStockDriftsTop 50 Gross & Hartman Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 22.06% | 132.2K | $42.4M | +11.91%(+14.07K) | $331.33(+9.48%) | 2026-03-31 | |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 15.32% | 276.7K | $29.5M | +0.31%(+857) | $106.74(-0.56%) | 2026-03-31 | |
| VCRB | VANGUARD CORE BOND ETF | 10.8% | 268.3K | $20.8M | +27.47%(+57.82K) | $78.04(-1.94%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 6.94% | 90.2K | $13.4M | +10.53%(+8.59K) | $142.58(+9.25%) | 2026-03-31 | |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 6.2% | 157.5K | $11.9M | +21.63%(+28.01K) | $75.53(+0.07%) | 2026-03-31 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES | 4.82% | 84.5K | $9.3M | +17.76%(+12.74K) | $120.31(+6.40%) | 2026-03-31 | |
| ENFR | ALERIAN ENERGY INFRASTRUCTURE ETF | 4.8% | 241.5K | $9.2M | +36.40%(+64.45K) | $32.71(+20.82%) | 2026-03-31 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 4.36% | 301.0K | $8.4M | +6.90%(+19.43K) | $26.81(+13.04%) | 2026-03-31 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES | 2.73% | 12.9K | $5.3M | -0.24%(-31) | $73.34(+12.07%) | 2026-03-31 | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 2.61% | 53.2K | $5.0M | +7.46%(+3.70K) | $87.67(+12.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.25% | -14.93% |
| Top 20 Holdings Unweighted | -6.95% | -19.44% |
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