StockDriftsStockDriftsTop 50 Mgo Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.09% | 59.3K | $37.2M | -4.90%(-3.06K) | $401.10(+60.42%) | 2025-12-31 | |
| BND | VANGUARD BD INDEX FDS | 7.94% | 172.9K | $12.8M | -0.31%(-531) | $73.04(+1.15%) | 2025-12-31 | |
| AGG | ISHARES TR | 5.92% | 95.6K | $9.5M | -2.21%(-2.16K) | $97.74(+1.93%) | 2025-12-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 4.9% | 94.4K | $7.9M | -3.99%(-3.92K) | $54.30(+62.12%) | 2025-12-31 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 4.55% | 81.1K | $7.3M | -4.09%(-3.46K) | $62.56(+68.58%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 4.05% | 9.6K | $6.5M | -9.65%(-1.02K) | $367.21(+90.61%) | 2025-12-31 | |
| IEF | ISHARES TR | 3.9% | 65.4K | $6.3M | +2.46%(+1.57K) | $94.53(+1.11%) | 2025-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.65% | 109.6K | $5.9M | -2.93%(-3.31K) | $39.96(+45.38%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.28% | 19.4K | $5.3M | -0.46%(-89) | $137.97(+93.10%) | 2025-12-31 | |
| VTES | VANGUARD WELLINGTON FD | 3.1% | 49.2K | $5.0M | -2.63%(-1.33K) | $100.62(+0.71%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.95% | +40.30% |
| Top 20 Holdings Unweighted | +11.24% | +37.64% |
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