StockDriftsStockDriftsTop 50 Legacy Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 11.98% | 481.3K | $47.8M | -4.29%(-21.55K) | $100.06(-1.29%) | 2026-03-31 | |
| IVV | ISHARES TR | 11.35% | 69.3K | $45.3M | -13.15%(-10.49K) | $677.12(+7.36%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.21% | 273.5K | $24.8M | +0.25%(+690) | $88.41(+7.94%) | 2026-03-31 | |
| SGOV | ISHARES TR | 5.92% | 234.8K | $23.6M | new | $100.52(-0.09%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.72% | 116.3K | $22.8M | +138.59%(+67.57K) | $191.56(+7.81%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.42% | 22.8K | $13.6M | +4.31%(+943) | $619.45(+7.40%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.56% | 39.0K | $10.2M | +4.25%(+1.59K) | $256.27(+11.87%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.52% | 218.0K | $10.1M | new | $46.36(-0.72%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.46% | 34.2K | $9.8M | +3.05%(+1.01K) | $72.97(+6.48%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.17% | 135.3K | $8.7M | +2.87%(+3.77K) | $61.25(+12.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.64% | +1.94% |
| Top 20 Holdings Unweighted | +0.90% | +2.71% |
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