StockDriftsStockDriftsTop 50 James J. Burns & Company, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 19.94% | 491.9K | $147.0M | -1.78%(-8.91K) | $198.79(+67.43%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.28% | 71.2K | $46.3M | +21.90%(+12.78K) | $600.06(+20.62%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.03% | 576.4K | $44.4M | +0.46%(+2.66K) | $55.94(+49.09%) | 2026-03-31 | |
| AGG | ISHARES TR | 6% | 445.6K | $44.2M | +74.31%(+189.99K) | $99.20(-0.43%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 5.71% | 204.6K | $42.1M | +1.88%(+3.77K) | $148.71(+54.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.06% | 117.8K | $29.9M | +0.39%(+453) | $187.59(+51.49%) | 2026-03-31 | |
| AFSM | FIRST TR EXCHNG TRADED FD VI | 2.46% | 551.2K | $18.1M | +4.83%(+25.41K) | $32.80(+14.34%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.42% | 709.5K | $17.8M | -1.20%(-8.59K) | $17.66(+58.19%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 2.4% | 182.6K | $17.7M | +5.57%(+9.63K) | $84.42(+18.36%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.36% | 597.5K | $17.4M | -0.27%(-1.60K) | $17.01(+95.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.93% | +44.02% |
| Top 20 Holdings Unweighted | +11.35% | +38.06% |
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