StockDriftsStockDriftsTop 50 Jfg Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 46.23% | 766.7K | $236.0M | +1.07%(+8.15K) | $194.16(+64.13%) | 2025-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.45% | 1.06M | $63.6M | +0.66%(+7.01K) | $44.03(+42.66%) | 2025-09-30 | |
| MINT | PIMCO ETF TR | 12.15% | 616.4K | $62.1M | -5.30%(-34.50K) | $100.55(+0.10%) | 2025-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.24% | 588.2K | $31.9M | +0.52%(+3.02K) | $42.72(+26.44%) | 2025-09-30 | |
| SCHC | SCHWAB STRATEGIC TR | 3.37% | 378.6K | $17.2M | -3.71%(-14.58K) | $32.72(+40.12%) | 2025-09-30 | |
| VB | VANGUARD INDEX FDS | 2.63% | 52.8K | $13.4M | -1.79%(-962) | $191.42(+37.31%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.71% | 46.7K | $8.7M | +7.01%(+3.06K) | $118.03(+61.42%) | 2025-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 1.47% | 11.3K | $7.5M | +0.10%(+11) | $489.84(+40.92%) | 2025-09-30 | |
| VNQ | VANGUARD INDEX FDS | 1.09% | 60.7K | $5.6M | +2.48%(+1.47K) | $88.61(+0.28%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 1.01% | 15.7K | $5.1M | -0.96%(-152) | $244.78(+38.77%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.94% | +59.91% |
| Top 20 Holdings Unweighted | +15.35% | +53.49% |
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