StockDriftsStockDriftsTop 50 Jmn Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 5.22% | 67.7K | $5.3M | +33.73%(+17.08K) | $78.80(-1.28%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.44% | 17.8K | $4.5M | +6.91%(+1.15K) | $263.22(+14.06%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4% | 23.4K | $4.1M | +6.81%(+1.49K) | $186.15(+21.04%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.52% | 6.0K | $3.6M | +14.31%(+751) | $618.83(+9.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.42% | 6.7K | $2.5M | -12.41%(-943) | $500.79(-15.75%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.25% | 35.7K | $2.3M | -2.37%(-867) | $61.19(+12.89%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.23% | 7.9K | $2.3M | +3.24%(+249) | $279.36(+40.80%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.79% | 8.7K | $1.8M | +13.82%(+1.06K) | $224.51(+17.65%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.59% | 4.8K | $1.6M | +6.29%(+282) | $293.32(+37.85%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.54% | 5.1K | $1.6M | +1.18%(+59) | $344.73(+23.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -22.05% | -52.64% |
| Top 20 Holdings Unweighted | -17.03% | -42.88% |
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