StockDriftsStockDriftsTop 50 Mcclarren Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 11.07% | 58.3K | $18.7M | -12.26%(-8.15K) | $214.78(+66.21%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 9.13% | 309.8K | $15.4M | +288.17%(+229.99K) | $49.80(-0.27%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 8.64% | 55.7K | $14.6M | +0.16%(+91) | $184.73(+55.19%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.57% | 21.4K | $12.8M | -62.82%(-36.18K) | $537.50(+23.78%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.74% | 33.8K | $9.7M | -14.60%(-5.78K) | $54.39(+42.86%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 4.59% | 21.1K | $7.8M | -44.22%(-16.74K) | $61.01(+39.61%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.4% | 96.4K | $7.4M | +320.30%(+73.44K) | $72.91(+14.40%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.07% | 31.9K | $6.9M | +72.51%(+13.42K) | $194.23(+17.84%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.12% | 20.7K | $5.3M | +115.11%(+11.10K) | $233.93(+21.48%) | 2026-03-31 | |
| ISTB | ISHARES TR | 2.75% | 95.8K | $4.6M | +1438.76%(+89.61K) | $48.58(-0.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.33% | +45.54% |
| Top 20 Holdings Unweighted | +12.16% | +41.11% |
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