StockDriftsStockDriftsTop 50 Marotta Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD MID CAP VALUE ETF | 7.39% | 217.5K | $40.2M | -2.87%(-6.41K) | $120.82(+58.88%) | 2026-03-31 | |
| XCEM | COLUMBIA EMRG MKTS CORE EX-CHINA ETF | 6.61% | 872.1K | $35.9M | -4.08%(-37.10K) | $29.97(+65.57%) | 2026-03-31 | |
| VTIP | VANGUARD SHORT INFLATION-PROTECTED ETF | 6.03% | 656.2K | $32.7M | -0.12%(-801) | $50.91(-0.88%) | 2026-03-31 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 5.94% | 147.8K | $32.2M | +2.69%(+3.87K) | $155.25(+48.16%) | 2026-03-31 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 5.42% | 613.2K | $29.4M | +2.13%(+12.77K) | $55.14(-13.12%) | 2026-03-31 | |
| VGT | VANGUARD INFO TECHNOLOGY ETF | 5.32% | 40.9K | $28.9M | -2.51%(-1.05K) | $39.81(+185.00%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKET ETF | 3.28% | 328.9K | $17.8M | -1.38%(-4.61K) | $44.07(+36.02%) | 2026-03-31 | |
| VWOB | VANGUARD EMERGING MARKET GOVT BOND ETF | 2.98% | 246.5K | $16.2M | +1.77%(+4.28K) | $75.58(-11.88%) | 2026-03-31 | |
| VDC | VANGUARD CONSUMER STAPLES ETF | 2.83% | 68.7K | $15.4M | -7.74%(-5.76K) | $165.85(+39.43%) | 2026-03-31 | |
| VHT | VANGUARD HEALTH CARE ETF | 2.7% | 53.3K | $14.6M | -9.03%(-5.30K) | $206.51(+32.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.18% | +23.11% |
| Top 20 Holdings Unweighted | +6.99% | +22.46% |
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