StockDriftsStockDriftsTop 48 Main Line Retirement Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | 11.84% | 251.6K | $23.7M | +2.25%(+5.54K) | $65.58(+51.86%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 10.8% | 508.5K | $21.6M | +0.10%(+496) | $36.44(+31.16%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 9.91% | 672.9K | $19.8M | +0.57%(+3.79K) | $24.21(+38.56%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 9.32% | 835.7K | $18.7M | +0.06%(+475) | $22.49(-0.71%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 7.82% | 389.6K | $15.7M | +1.93%(+7.37K) | $27.06(+71.24%) | 2026-03-31 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 7.68% | 523.9K | $15.4M | +0.47%(+2.44K) | $25.48(+22.38%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.65% | 78.1K | $15.3M | +1.62%(+1.25K) | $160.32(+29.97%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.72% | 128.4K | $9.5M | -0.16%(-212) | $72.12(+1.47%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.31% | 317.0K | $8.6M | +0.12%(+376) | $27.56(-0.24%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.07% | 18.7K | $8.2M | +2.08%(+381) | $49.15(+78.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.74% | +25.08% |
| Top 20 Holdings Unweighted | +6.59% | +21.09% |
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