StockDriftsStockDriftsTop 50 Ht Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 46.99% | 6.18M | $155.2M | +1.62%(+98.67K) | $958.77(-97.09%) | 2026-03-31 | |
| EFA | ISHARES TR | 13.25% | 450.5K | $43.8M | -1.08%(-4.94K) | $61.70(+65.39%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.93% | 71.3K | $22.9M | +0.23%(+163) | $229.06(+55.85%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.34% | 327.0K | $21.0M | +7.57%(+23.01K) | $45.84(+50.48%) | 2026-03-31 | |
| EEM | ISHARES TR | 3.87% | 225.2K | $12.8M | -2.14%(-4.93K) | $39.44(+65.83%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.41% | 33.5K | $8.0M | -1.05%(-357) | $237.11(+18.35%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.03% | 123.8K | $6.7M | +6.83%(+7.92K) | $44.43(+33.60%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.81% | 81.1K | $6.0M | +0.07%(+58) | $74.40(-1.56%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 1.15% | 79.1K | $3.8M | +1.95%(+1.51K) | $48.72(-1.70%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.09% | 3.9K | $3.6M | -0.63%(-25) | $41606.77(-97.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.48% | +42.32% |
| Top 20 Holdings Unweighted | +13.73% | +47.10% |
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