StockDriftsStockDriftsTop 50 Mb, Levis & Associates, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | 8.33% | 265.8K | $20.0M | +0.12%(+310) | $48.34(+68.11%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 8.25% | 66.1K | $19.8M | +0.80%(+526) | $182.96(+81.92%) | 2026-03-31 | |
| DHS | WISDOMTREE TR | 7.21% | 158.2K | $17.3M | +1.07%(+1.68K) | $81.26(+37.06%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 6.39% | 174.4K | $15.3M | +0.57%(+982) | $80.73(+16.42%) | 2026-03-31 | |
| IBDW | ISHARES TR | 5.74% | 657.4K | $13.8M | +1.06%(+6.87K) | $19.98(+4.37%) | 2026-03-31 | |
| IBCA | ISHARES TR | 5.73% | 535.8K | $13.7M | +1.14%(+6.02K) | $25.84(-1.11%) | 2026-03-31 | |
| VCRM | VANGUARD MUN BD FDS | 5.7% | 181.9K | $13.7M | +0.86%(+1.55K) | $74.48(+1.49%) | 2026-03-31 | |
| IBDZ | ISHARES TR | 5.55% | 510.6K | $13.3M | +1.28%(+6.46K) | $26.03(-0.08%) | 2026-03-31 | |
| IBDX | ISHARES TR | 5.5% | 521.2K | $13.2M | +1.60%(+8.23K) | $24.69(+1.95%) | 2026-03-31 | |
| IBDY | ISHARES TR | 5.29% | 490.2K | $12.7M | +1.65%(+7.94K) | $24.85(+3.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.33% | +37.98% |
| Top 20 Holdings Unweighted | +12.59% | +42.71% |
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