StockDriftsStockDriftsTop 50 Hilltop Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | 22.42% | 241.3K | $37.4M | +1.12%(+2.67K) | $97.34(+84.66%) | 2026-03-31 | |
| IVV | ISHARES TR | 14.25% | 36.4K | $23.8M | -0.15%(-54) | $390.39(+86.22%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.82% | 255.9K | $16.4M | -2.89%(-7.61K) | $45.27(+52.36%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 8.48% | 96.5K | $14.1M | +1.10%(+1.05K) | $126.46(+14.90%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.59% | 111.0K | $6.0M | +58.45%(+40.94K) | $44.45(+33.54%) | 2026-03-31 | |
| SUSA | ISHARES TR | 3.3% | 41.7K | $5.5M | -0.65%(-272) | $104.89(+40.43%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.83% | 152.4K | $4.7M | -4.34%(-6.92K) | $17.90(+92.30%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.57% | 20.3K | $4.3M | -2.85%(-595) | $121.93(+83.55%) | 2026-03-31 | |
| IUSV | ISHARES TR | 2.48% | 40.5K | $4.1M | -5.42%(-2.33K) | $76.03(+42.74%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.29% | 13.3K | $3.8M | +0.00%(+0) | $43.23(+79.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.65% | +39.19% |
| Top 20 Holdings Unweighted | +12.54% | +42.54% |
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