StockDriftsStockDriftsTop 50 Mcnaughton Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 7.9% | 259.3K | $19.1M | +3.54%(+8.87K) | $79.71(-8.12%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.91% | 147.7K | $16.7M | +3.04%(+4.37K) | $93.85(+40.06%) | 2026-03-31 | |
| IVE | ISHARES TR | 6.66% | 76.3K | $16.1M | -5.14%(-4.13K) | $195.25(+14.62%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.61% | 22.7K | $13.6M | +105.13%(+11.64K) | $571.99(+16.31%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.67% | 193.9K | $11.3M | -16.72%(-38.94K) | $51.65(+24.94%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.59% | 30.2K | $8.7M | -2.06%(-635) | $46.39(+67.49%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.46% | 119.8K | $8.4M | -13.15%(-18.14K) | $57.07(+40.45%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.92% | 135.8K | $7.1M | -5.01%(-7.16K) | $52.29(-0.37%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.63% | 85.6K | $6.4M | +64.48%(+33.57K) | $63.12(+22.04%) | 2026-03-31 | |
| ARTY | ISHARES TR | 2.52% | 131.2K | $6.1M | +2.50%(+3.20K) | $44.08(+47.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.90% | +32.72% |
| Top 20 Holdings Unweighted | +9.35% | +30.74% |
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