StockDriftsStockDriftsTop 50 Lake Street Advisors Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 6.11% | 225.4K | $132.5M | -1.07%(-2.43K) | — | 2024-12-31 | |
| SGOV | ISHARES TR | 5.51% | 1.19M | $119.6M | -5.66%(-71.58K) | — | 2024-12-31 | |
| VOO | VANGUARD INDEX FDS | 4.91% | 197.9K | $106.6M | +3.27%(+6.27K) | — | 2024-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.64% | 2.28M | $100.6M | +3.09%(+68.42K) | — | 2024-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.31% | 1.95M | $93.4M | +2.82%(+53.57K) | — | 2024-12-31 | |
| VTI | VANGUARD INDEX FDS | 3.86% | 288.9K | $83.7M | +1.24%(+3.54K) | — | 2024-12-31 | |
| IWB | ISHARES TR | 3.17% | 213.7K | $68.8M | +0.00%(+1) | — | 2024-12-31 | |
| BND | VANGUARD BD INDEX FDS | 2.49% | 752.4K | $54.1M | +11.89%(+79.95K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 2.32% | 200.8K | $50.3M | -2.96%(-6.12K) | — | 2024-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.12% | 2.49M | $46.0M | +85.38%(+1.14M) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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