StockDriftsStockDriftsTop 50 Heartwood Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP ETF | 9.5% | 364.5K | $108.9M | +1.87%(+6.70K) | $154.67(+115.19%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP ETF | 8.48% | 371.1K | $97.2M | +5.16%(+18.20K) | $169.42(+69.22%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.65% | 832.3K | $53.3M | -7.66%(-69.06K) | $42.87(+60.90%) | 2026-03-31 | |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 4.23% | 1.47M | $48.5M | -4.99%(-77.34K) | $25.39(+41.80%) | 2026-03-31 | |
| VONE | VANGUARD RUSSELL 1000 ETF | 3.76% | 146.1K | $43.1M | +4.27%(+5.98K) | $172.63(+89.46%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP ETF | 3.73% | 148.8K | $42.7M | +6.12%(+8.59K) | $45.55(+70.59%) | 2026-03-31 | |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | 3.59% | 739.8K | $41.2M | +0.37%(+2.70K) | $41.33(+37.48%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 3.47% | 268.9K | $39.8M | +0.42%(+1.12K) | $89.32(+75.02%) | 2026-03-31 | |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 3.12% | 298.2K | $35.8M | -42.88%(-223.81K) | $32.40(+249.21%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 2.61% | 301.2K | $29.9M | +13.65%(+36.17K) | $98.77(+0.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.94% | +40.25% |
| Top 20 Holdings Unweighted | +9.93% | +32.85% |
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