StockDriftsStockDriftsTop 50 Integrated Investment Consultants, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 6.5% | 71.8K | $30.6M | -6.31%(-4.84K) | $146.89(-17.52%) | 2026-03-31 | |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | 4.79% | 444.3K | $22.6M | +9.85%(+39.86K) | $50.89(-0.72%) | 2026-03-31 | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 4.77% | 175.2K | $22.5M | -3.03%(-5.47K) | $91.34(+56.51%) | 2026-03-31 | |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | 4.13% | 5.37M | $19.4M | +0.50%(+26.68K) | $5.10(-57.45%) | 2026-03-31 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 4.08% | 90.0K | $19.2M | -1.26%(-1.15K) | $88.91(+177.58%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 3.92% | 602.0K | $18.5M | +2.49%(+14.62K) | $24.29(+33.35%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 3.88% | 201.8K | $18.3M | +2.22%(+4.39K) | $71.48(+36.11%) | 2026-03-31 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 3.08% | 132.2K | $14.5M | +8.52%(+10.37K) | $67.81(+83.96%) | 2026-03-31 | |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | 2.67% | 123.5K | $12.6M | -2.04%(-2.58K) | $88.14(+31.80%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.26% | 166.1K | $10.6M | -6.41%(-11.37K) | $41.93(+68.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.90% | +36.40% |
| Top 20 Holdings Unweighted | +12.63% | +42.88% |
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