StockDriftsStockDriftsTop 50 Keel Point, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 19.84% | 495.4K | $296.0M | +5.49%(+25.80K) | $415.10(+64.98%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.84% | 1.13M | $72.3M | +11.45%(+115.88K) | $49.89(+41.94%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 4.18% | 648.1K | $62.3M | -1.24%(-8.13K) | $62.74(+23.77%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.49% | 524.2K | $52.0M | +6.38%(+31.46K) | $101.29(-2.65%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.43% | 78.6K | $51.1M | -8.06%(-6.90K) | $426.88(+74.47%) | 2026-03-31 | |
| IWB | ISHARES TR | 2.96% | 124.0K | $44.2M | +0.14%(+168) | $193.11(+111.67%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.58% | 89.4K | $38.5M | -3.81%(-3.54K) | $185.38(+103.98%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.57% | 395.6K | $38.4M | +2.00%(+7.74K) | $72.22(+44.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.05% | 120.7K | $30.6M | -15.14%(-21.53K) | $144.53(+113.54%) | 2026-03-31 | |
| IEF | ISHARES TR | 1.85% | 289.7K | $27.7M | +12.58%(+32.38K) | $96.87(-2.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.87% | +55.57% |
| Top 20 Holdings Unweighted | +17.51% | +62.27% |
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