StockDriftsStockDriftsTop 25 Marquette Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 17.88% | 181.6K | $16.4M | +6.07%(+10.39K) | $73.31(+29.87%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 14.58% | 20.6K | $13.4M | +1.05%(+215) | $501.22(+47.47%) | 2026-03-31 | |
| NBOS | NEUBERGER BERMAN ETF TRUST | 13.45% | 462.4K | $12.4M | +0.00%(+0) | $26.01(+7.33%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 10.85% | 48.5K | $10.0M | +4.05%(+1.89K) | $165.88(+35.40%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.38% | 14.6K | $9.5M | +4723.10%(+14.31K) | $664.81(+11.68%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.75% | 62.5K | $6.2M | +0.00%(+0) | $98.28(-0.27%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 6.29% | 73.7K | $5.8M | +0.00%(+0) | $76.74(+1.37%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.79% | 18.5K | $5.3M | +0.30%(+56) | $60.80(+25.86%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.35% | 6.7K | $2.2M | +0.00%(+0) | $257.73(+40.74%) | 2026-03-31 | |
| IWR | ISHARES TR | 1.6% | 15.1K | $1.5M | new | $95.34(+8.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.13% | +29.96% |
| Top 20 Holdings Unweighted | +8.76% | +28.65% |
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