StockDriftsStockDriftsTop 36 Harpswell Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VSGX | VANGUARD WORLD FD | 30.62% | 573.3K | $41.1M | +0.00%(+0) | $67.44(+16.11%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 10.75% | 128.6K | $14.4M | +2.39%(+3.00K) | $114.10(+11.43%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 10.18% | 185.6K | $13.7M | +18.40%(+28.84K) | $74.10(-1.17%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.69% | 104.0K | $10.3M | +40.61%(+30.04K) | $99.91(-1.14%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 4.84% | 130.5K | $6.5M | +58.84%(+48.33K) | $49.88(-0.42%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.45% | 43.2K | $6.0M | -2.49%(-1.10K) | $133.75(+13.74%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.42% | 139.6K | $5.9M | +0.36%(+500) | $40.77(+14.45%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.92% | 97.5K | $3.9M | +23.63%(+18.64K) | $42.29(+6.75%) | 2026-03-31 | |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 2.69% | 327.6K | $3.6M | +64.70%(+128.69K) | $13.15(-13.09%) | 2026-03-31 | |
| INDA | ISHARES TR | 2.16% | 61.9K | $2.9M | -42.36%(-45.47K) | $53.30(-7.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.91% | +5.85% |
| Top 20 Holdings Unweighted | +1.56% | +4.75% |
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