StockDriftsStockDriftsTop 50 Grove Street Fiduciary, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | 13.18% | 137.7K | $29.9M | -2.70%(-3.82K) | $210.25(+9.40%) | 2026-03-31 | |
| EMQQ | EXCHANGE TRADED CONCEPTS TRU | 10.65% | 731.1K | $24.2M | -1.96%(-14.60K) | $36.84(-7.97%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 10.48% | 129.1K | $23.8M | -1.45%(-1.90K) | $164.72(+16.54%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.58% | 310.8K | $14.9M | -0.34%(-1.06K) | $49.65(-3.52%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 6.21% | 529.9K | $14.1M | -0.77%(-4.09K) | $26.32(+1.78%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.75% | 464.2K | $10.8M | -0.48%(-2.24K) | $23.23(-0.65%) | 2026-03-31 | |
| FMQQ | EXCHANGE TRADED CONCEPTS TRU | 4.42% | 890.7K | $10.0M | -1.13%(-10.22K) | $13.03(-13.04%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 4.37% | 68.0K | $9.9M | -1.95%(-1.35K) | $120.22(+33.99%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.15% | 29.3K | $9.4M | -3.63%(-1.11K) | $331.72(+9.95%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 3.14% | 293.4K | $7.1M | -0.60%(-1.78K) | $24.27(-0.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.88% | +18.69% |
| Top 20 Holdings Unweighted | +7.51% | +24.25% |
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