StockDriftsStockDriftsTop 50 Marion Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 8.88% | 483.5K | $40.0M | +22.61%(+89.17K) | $79.45(+3.79%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.81% | 339.0K | $30.7M | -1.73%(-5.96K) | $59.04(+64.14%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.28% | 276.6K | $19.3M | -9.22%(-28.08K) | $54.18(+51.89%) | 2026-03-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 4.27% | 1.11M | $19.2M | -1.10%(-12.32K) | $14.41(+29.12%) | 2026-03-31 | |
| MLPB | UBS AG LONDON BRANCH | 3.88% | 602.4K | $17.5M | -0.86%(-5.20K) | $17.33(+73.89%) | 2026-03-31 | |
| DON | WISDOMTREE TR | 3.5% | 300.0K | $15.8M | +7.81%(+21.73K) | $43.66(+25.18%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 3.45% | 60.4K | $15.5M | +8.48%(+4.72K) | $221.93(+30.42%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 2.93% | 200.8K | $13.2M | +0.33%(+655) | $60.82(+9.53%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.73% | 155.2K | $12.3M | -34.52%(-81.82K) | $75.60(+4.45%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.31% | 175.1K | $10.4M | +65.72%(+69.44K) | $58.98(-0.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.89% | +29.12% |
| Top 20 Holdings Unweighted | +10.52% | +35.00% |
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