StockDriftsStockDriftsTop 50 Magnolia Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 33.39% | 178.6K | $57.3M | +1.24%(+2.20K) | $241.46(+52.72%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 29% | 643.2K | $49.8M | +0.90%(+5.72K) | $76.52(+0.44%) | 2026-03-31 | |
| IXUS | ISHARES TR | 11.83% | 234.4K | $20.3M | +0.21%(+492) | $67.93(+39.43%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 7.3% | 18.0K | $12.5M | +1.28%(+227) | $58.45(+96.15%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.35% | 87.6K | $10.9M | +2.50%(+2.14K) | $109.48(+33.79%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 6.31% | 122.1K | $10.8M | +3.08%(+3.65K) | $93.28(+5.08%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.73% | 3.4K | $1.3M | -0.21%(-7) | $397.31(-1.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.42% | 2.8K | $723K | -0.25%(-7) | $189.15(+63.17%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 0.31% | 388 | $535K | +0.00%(+0) | $430.16(+304.80%) | 2026-03-31 | |
| SO | SOUTHERN CO | 0.22% | 3.9K | $373K | +5.80%(+212) | $73.73(+32.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.49% | +31.27% |
| Top 20 Holdings Unweighted | +14.45% | +49.92% |
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