StockDriftsStockDriftsTop 29 Guidedmoney LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 39.37% | 233.8K | $75.0M | +5.21%(+11.58K) | $331.54(+11.23%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 26.55% | 686.8K | $50.6M | +4.11%(+27.08K) | $74.21(-1.48%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 8.79% | 217.1K | $16.7M | +0.82%(+1.77K) | $74.46(+13.93%) | 2026-03-31 | |
| ITOT | ISHARES TR | 6.58% | 87.9K | $12.5M | +0.35%(+311) | $147.16(+11.28%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.5% | 178.5K | $8.6M | +9.62%(+15.65K) | $48.83(-1.20%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.09% | 68.0K | $5.9M | +0.00%(+0) | $83.61(+13.29%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.54% | 48.7K | $4.8M | +27.13%(+10.40K) | $99.96(-1.35%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 1.35% | 100.6K | $2.6M | +0.00%(+0) | $26.63(+10.42%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 0.84% | 51.4K | $1.6M | +0.00%(+0) | $29.85(+20.48%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 0.79% | 5.7K | $1.5M | +0.46%(+26) | $256.13(+17.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.39% | -23.13% |
| Top 20 Holdings Unweighted | -8.68% | -23.84% |
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