StockDriftsStockDriftsTop 50 Heron Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 5.53% | 36.3K | $10.3M | -3.02%(-1.13K) | — | 2023-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.35% | 24.4K | $9.9M | -1.75%(-433) | — | 2023-06-30 | |
| EFAV | ISHARES TR | 4.64% | 127.5K | $8.6M | -5.40%(-7.28K) | — | 2023-06-30 | |
| IWR | ISHARES TR | 4.47% | 113.5K | $8.3M | -4.51%(-5.37K) | — | 2023-06-30 | |
| IWP | ISHARES TR | 4.42% | 84.9K | $8.2M | -5.04%(-4.50K) | — | 2023-06-30 | |
| IJJ | ISHARES TR | 4.29% | 74.3K | $8.0M | -4.43%(-3.44K) | — | 2023-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.81% | 66.7K | $7.1M | +0.20%(+133) | — | 2023-06-30 | |
| IWO | ISHARES TR | 3.75% | 28.7K | $7.0M | -2.14%(-626) | — | 2023-06-30 | |
| VB | VANGUARD INDEX FDS | 3.61% | 33.7K | $6.7M | -4.20%(-1.48K) | — | 2023-06-30 | |
| IWN | ISHARES TR | 3.38% | 44.5K | $6.3M | -2.89%(-1.33K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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