StockDriftsStockDriftsTop 28 Integrated Wealthcare, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 18.09% | 49.5K | $21.6M | +3.93%(+1.87K) | $80.49(+6.23%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.39% | 268.5K | $17.2M | +4.20%(+10.83K) | $61.28(+15.55%) | 2026-03-31 | |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 8.14% | 251.1K | $9.7M | -1.09%(-2.76K) | $39.04(+0.46%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.41% | 194.1K | $8.9M | -0.25%(-490) | $46.14(-1.45%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 6.9% | 102.4K | $8.3M | +2.97%(+2.96K) | $76.14(+21.40%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.82% | 41.6K | $8.2M | +4.25%(+1.70K) | $188.94(+16.00%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.61% | 99.3K | $6.7M | +4.43%(+4.21K) | $65.68(+15.85%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.23% | 19.5K | $6.2M | -0.16%(-31) | $331.72(+11.17%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.46% | 69.1K | $5.3M | -0.22%(-150) | $74.45(+13.96%) | 2026-03-31 | |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 4.31% | 196.0K | $5.2M | +0.21%(+418) | $26.35(+0.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.05% | -17.07% |
| Top 20 Holdings Unweighted | +0.69% | +2.09% |
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