StockDriftsStockDriftsTop 50 Lexington Hill Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | 20.37% | 721.1K | $36.0M | +82.18%(+325.27K) | $50.14(+0.00%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 16.03% | 88.2K | $28.3M | +40.64%(+25.49K) | $330.66(+7.96%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.64% | 183.3K | $13.5M | +56.50%(+66.16K) | $74.09(-1.14%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.28% | 145.4K | $9.3M | +17.51%(+21.67K) | $61.50(+12.15%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.88% | 13.2K | $8.6M | +0.22%(+29) | $677.10(+7.37%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.74% | 12.9K | $8.4M | +9.18%(+1.08K) | $673.38(+7.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.15% | 21.9K | $5.6M | +11.70%(+2.29K) | $263.20(+7.97%) | 2026-03-31 | |
| KO | COCA COLA CO | 2.78% | 64.5K | $4.9M | new | $72.98(+7.54%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.33% | 133.9K | $4.1M | new | $29.06(+9.07%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.97% | 18.2K | $3.5M | +0.35%(+63) | $190.63(+6.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.82% | +2.47% |
| Top 20 Holdings Unweighted | +1.80% | +5.50% |
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