StockDriftsStockDriftsTop 50 Hofer & Associates. Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 10.94% | 207.9K | $20.4M | +1.40%(+2.86K) | $68.24(+74.14%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 9.56% | 194.2K | $17.8M | -0.29%(-555) | $91.75(-0.28%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 6.76% | 222.2K | $12.6M | +2.26%(+4.91K) | $42.22(+42.54%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.43% | 23.1K | $10.1M | +1.61%(+366) | $51.71(+69.23%) | 2026-03-31 | |
| AMGN | AMGEN INC | 5.17% | 27.3K | $9.6M | +0.65%(+176) | $279.99(+20.16%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.98% | 95.7K | $7.4M | +4.73%(+4.33K) | $77.44(-0.60%) | 2026-03-31 | |
| STOT | SSGA ACTIVE TR | 3.89% | 153.8K | $7.2M | +2.63%(+3.94K) | $48.72(-3.52%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.47% | 30.1K | $6.5M | +1.43%(+424) | $166.41(+37.42%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.3% | 41.5K | $6.1M | +0.98%(+401) | $109.76(+41.80%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.17% | 192.4K | $5.9M | +2.00%(+3.77K) | $25.96(+22.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.03% | +40.59% |
| Top 20 Holdings Unweighted | +11.65% | +39.18% |
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