StockDriftsStockDriftsTop 33 Kropog Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC | 20.47% | 61.8K | $25.2M | -20.45%(-15.89K) | $59.28(+39.21%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 19.67% | 313.7K | $24.2M | -6.35%(-21.26K) | $77.74(-1.44%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 14.48% | 30.9K | $17.8M | -1.00%(-311) | $500.35(+42.84%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 13.37% | 386.8K | $16.5M | -0.18%(-715) | $36.06(+32.56%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 9.43% | 78.4K | $11.6M | +2.27%(+1.74K) | $137.52(+13.18%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 4.66% | 124.9K | $5.7M | +0.61%(+754) | $40.08(+11.46%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.92% | 7.4K | $2.4M | -1.58%(-118) | $286.64(+27.24%) | 2026-03-31 | |
| VIOO | VANGUARD ADMIRAL FDS INC | 1.87% | 20.0K | $2.3M | new | $112.90(+10.75%) | 2026-03-31 | |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 1.8% | 133.5K | $2.2M | +1.84%(+2.41K) | $15.01(+7.10%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.8% | 34.5K | $2.2M | new | $63.28(+11.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.62% | +28.14% |
| Top 20 Holdings Unweighted | +7.50% | +24.23% |
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