StockDriftsStockDriftsTop 50 Johnson Financial Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 50.86% | 2.56M | $763.8M | +1.76%(+44.09K) | $230.37(+47.51%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 15.59% | 3.65M | $234.2M | -0.10%(-3.62K) | $49.09(+40.72%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 7.68% | 2.13M | $115.3M | -3.12%(-68.78K) | $47.17(+23.88%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.29% | 154.2K | $49.5M | -8.95%(-15.15K) | $171.44(+111.59%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.87% | 164.6K | $43.1M | -4.74%(-8.20K) | $204.81(+37.60%) | 2026-03-31 | |
| SCHC | SCHWAB STRATEGIC TR | 1.88% | 604.4K | $28.2M | -18.52%(-137.32K) | $33.45(+48.96%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 1.24% | 209.2K | $18.6M | -1.00%(-2.12K) | $87.14(+7.77%) | 2026-03-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 1.09% | 948.1K | $16.4M | -1.93%(-18.69K) | $13.50(+37.81%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 1.07% | 646.8K | $16.0M | +0.06%(+383) | $20.14(+32.58%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.81% | 18.7K | $12.1M | -13.44%(-2.90K) | $660.53(+11.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.86% | +43.75% |
| Top 20 Holdings Unweighted | +15.69% | +54.84% |
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