StockDriftsStockDriftsTop 50 Hillcrest Wealth Advisors - NY, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.48% | 97.0K | $58.0M | +4.72%(+4.38K) | $337.47(+102.21%) | 2026-03-31 | |
| IWM | ISHARES TR | 8.35% | 83.1K | $20.6M | +2.65%(+2.15K) | $184.23(+53.43%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.66% | 295.1K | $18.9M | +13.90%(+36.00K) | $48.92(+44.38%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.87% | 193.0K | $14.5M | -0.03%(-50) | $49.90(+66.25%) | 2026-03-31 | |
| IWN | ISHARES TR | 5.42% | 70.6K | $13.4M | +0.39%(+275) | $136.21(+53.62%) | 2026-03-31 | |
| IWO | ISHARES TR | 4.93% | 38.8K | $12.2M | +3.33%(+1.25K) | $209.05(+76.64%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.72% | 17.9K | $11.6M | -2.50%(-460) | $270.32(+174.60%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.14% | 123.7K | $10.2M | +41.38%(+36.20K) | $84.53(-2.33%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.81% | 94.7K | $9.4M | +26.70%(+19.96K) | $101.70(-2.98%) | 2026-03-31 | |
| TIP | ISHARES TR | 3.72% | 83.2K | $9.2M | +20.58%(+14.21K) | $110.95(+0.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.41% | +42.05% |
| Top 20 Holdings Unweighted | +11.24% | +37.66% |
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