StockDriftsStockDriftsTop 50 Joel Adams & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.51% | 32.7K | $19.5M | -3.83%(-1.30K) | $537.50(+26.96%) | 2026-03-31 | |
| AGG | ISHARES TR | 13.51% | 183.2K | $18.2M | -5.81%(-11.31K) | $99.12(-0.46%) | 2026-03-31 | |
| EAGG | ISHARES TR | 7.88% | 223.1K | $10.6M | +1.06%(+2.35K) | $47.55(-0.61%) | 2026-03-31 | |
| VSGX | VANGUARD WORLD FD | 7.6% | 142.6K | $10.2M | -1.82%(-2.64K) | $59.61(+34.84%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 7.01% | 189.1K | $9.4M | +25.88%(+38.88K) | $50.52(-0.82%) | 2026-03-31 | |
| CVLC | MORGAN STANLEY ETF TRUST | 5.81% | 97.7K | $7.8M | +19.20%(+15.73K) | $80.78(+13.74%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.83% | 57.0K | $5.2M | -0.87%(-498) | $74.96(+29.59%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 3.71% | 49.6K | $5.0M | +79.82%(+22.04K) | $100.49(+0.04%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.26% | 56.9K | $4.4M | +1.10%(+622) | $63.17(+34.69%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.3% | 45.8K | $3.1M | -11.05%(-5.69K) | $62.21(+17.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.99% | +22.47% |
| Top 20 Holdings Unweighted | +7.00% | +22.51% |
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