StockDriftsStockDriftsTop 50 IF Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | Vanguard Index Funds | 10.37% | 49.1K | $14.7M | -7.81%(-4.16K) | $311.33(+10.16%) | 2026-03-31 | |
| VEA | Vanguard Index Funds | 10.09% | 222.6K | $14.3M | +13.69%(+26.81K) | $61.45(+15.24%) | 2026-03-31 | |
| VO | Vanguard Index Funds | 7.15% | 35.2K | $10.1M | +10.09%(+3.23K) | $72.92(+10.41%) | 2026-03-31 | |
| JMST | JPMorgan Trust I | 5.69% | 158.0K | $8.1M | -7.52%(-12.85K) | $50.99(-0.12%) | 2026-03-31 | |
| VWO | Vanguard Index Funds | 4.98% | 130.3K | $7.0M | +5.51%(+6.81K) | $53.97(+9.40%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc Del | 3.92% | 11.6K | $5.5M | -7.16%(-892) | $493.90(+2.81%) | 2026-03-31 | |
| VTV | Vanguard Index Funds | 3.72% | 26.9K | $5.3M | +0.06%(+15) | $188.74(+16.12%) | 2026-03-31 | |
| BND | Vanguard Bond Index Funds | 3.72% | 71.5K | $5.3M | +2.80%(+1.95K) | $74.21(-1.48%) | 2026-03-31 | |
| EFV | iShares Trust | 3.32% | 63.1K | $4.7M | +0.89%(+560) | $69.65(+11.77%) | 2026-03-31 | |
| VB | Vanguard Index Funds | 3.24% | 17.5K | $4.6M | +1.11%(+192) | $256.16(+17.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.38% | -6.96% |
| Top 20 Holdings Unweighted | -2.01% | -5.92% |
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