StockDriftsStockDriftsTop 50 Lifeplan Investment Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 4.65% | 119.2K | $11.8M | -0.75%(-899) | $98.52(-0.51%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.52% | 15.0K | $9.0M | -7.32%(-1.18K) | $472.30(+43.86%) | 2026-03-31 | |
| GSUS | GOLDMAN SACHS ETF TR | 3.46% | 98.3K | $8.8M | +2.73%(+2.61K) | $81.26(+25.40%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.37% | 19.6K | $8.6M | +8.19%(+1.49K) | $62.60(+39.68%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.19% | 126.5K | $8.1M | +3.94%(+4.79K) | $52.10(+32.59%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.68% | 10.5K | $6.8M | +35.16%(+2.72K) | $510.23(+45.51%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.68% | 34.8K | $6.8M | +4.36%(+1.46K) | $166.72(+23.96%) | 2026-03-31 | |
| IAGG | ISHARES TR | 2.66% | 135.2K | $6.8M | +7.65%(+9.61K) | $49.62(+0.13%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 2.28% | 176.4K | $5.8M | +0.65%(+1.14K) | $24.84(+42.67%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.24% | 26.3K | $5.7M | -2.40%(-647) | $165.33(+37.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.50% | +31.30% |
| Top 20 Holdings Unweighted | +10.10% | +33.48% |
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