StockDriftsStockDriftsTop 50 Marble Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.18% | 89.0K | $58.1M | -0.26%(-234) | $677.12(+9.65%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.71% | 74.7K | $32.6M | -4.59%(-3.60K) | $80.62(+8.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.33% | 97.4K | $24.7M | -20.26%(-24.76K) | $263.24(+14.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.08% | 133.6K | $23.3M | -1.44%(-1.95K) | $186.54(+20.79%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.62% | 228.3K | $20.7M | -27.66%(-87.30K) | $88.38(+7.72%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.35% | 32.0K | $19.1M | +0.23%(+73) | $619.74(+9.63%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 3.22% | 466.1K | $18.4M | -5.52%(-27.25K) | $38.44(+10.56%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.65% | 52.7K | $15.1M | -25.29%(-17.83K) | $278.05(+42.70%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.59% | 68.9K | $14.8M | -3.65%(-2.61K) | $217.78(+5.33%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.44% | 66.9K | $13.9M | -30.92%(-29.96K) | $225.20(+17.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -18.96% | -46.77% |
| Top 20 Holdings Unweighted | -13.67% | -35.66% |
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