StockDriftsStockDriftsTop 50 Kwmg, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 5.33% | 997.1K | $63.9M | +1.48%(+14.50K) | $42.63(+61.80%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.31% | 298.3K | $39.6M | +2.97%(+8.61K) | $104.12(+59.08%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 3.19% | 207.0K | $38.2M | +1.76%(+3.59K) | $115.86(+67.22%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 3.06% | 142.5K | $36.7M | +3.41%(+4.71K) | $161.24(+79.32%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.94% | 494.7K | $35.2M | +2.50%(+12.05K) | $57.50(+35.25%) | 2026-03-31 | |
| TIP | ISHARES TR | 2.74% | 297.9K | $32.9M | +3.76%(+10.81K) | $118.65(-6.38%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.65% | 430.2K | $31.7M | +4.26%(+17.57K) | $78.58(-6.79%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.39% | 49.6K | $28.6M | +1.37%(+670) | $248.18(+174.64%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.37% | 250.8K | $28.4M | +2.76%(+6.72K) | $42.66(+208.12%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.26% | 501.9K | $27.1M | +2.68%(+13.11K) | $46.42(+27.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.15% | +26.48% |
| Top 20 Holdings Unweighted | +7.72% | +25.01% |
Sign up free to track Kwmg, Llc, compare funds side by side, and get alerts the moment positions change.