StockDriftsStockDriftsTop 50 Headinvest Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 5.84% | 228.9K | $28.5M | -0.61%(-1.41K) | $58.38(+129.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.23% | 42.6K | $15.8M | -4.84%(-2.16K) | $101.74(+314.71%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.11% | 102.4K | $15.2M | +0.36%(+367) | $75.41(+106.56%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.99% | 45.5K | $14.6M | -3.70%(-1.75K) | $163.84(+121.40%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 2.89% | 47.2K | $14.1M | -0.73%(-348) | $123.98(+174.11%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.43% | 41.2K | $11.8M | -3.29%(-1.40K) | $100.63(+294.32%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.35% | 178.9K | $11.5M | +5.40%(+9.16K) | $46.84(+47.48%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 2.17% | 210.5K | $10.6M | -4.21%(-9.24K) | $50.53(+0.19%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.11% | 130.9K | $10.3M | -3.06%(-4.14K) | $82.20(-5.37%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.89% | 21.4K | $9.2M | +8.27%(+1.64K) | $256.29(+62.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.93% | +18.85% |
| Top 20 Holdings Unweighted | +5.65% | +17.93% |
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