StockDriftsStockDriftsTop 40 Mcmorgan & Co Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 23.77% | 2.00M | $146.9M | +1.47%(+28.86K) | $82.19(-10.96%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 11.73% | 121.4K | $72.5M | +2061.53%(+115.75K) | $601.34(+13.48%) | 2026-03-31 | |
| IUSB | ISHARES TR | 9.32% | 1.25M | $57.6M | -22.76%(-367.67K) | $48.11(-4.41%) | 2026-03-31 | |
| SPTL | SPDR SER TR | 6.45% | 1.52M | $39.9M | +3.78%(+55.27K) | $31.36(-17.78%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.95% | 631.9K | $36.8M | +0.61%(+3.81K) | $45.75(+45.21%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.56% | 535.9K | $34.3M | -29.05%(-219.48K) | $50.04(+41.15%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 4.13% | 794.5K | $25.5M | new | $31.61(+13.43%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED | 3.67% | 448.1K | $22.7M | -55.15%(-551.13K) | $50.55(-0.06%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.62% | 116.8K | $22.4M | -2.50%(-3.00K) | $137.59(+53.34%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.59% | 196.3K | $22.2M | +1.04%(+2.02K) | $73.69(+86.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.81% | +18.47% |
| Top 20 Holdings Unweighted | +5.95% | +18.93% |
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