StockDriftsStockDriftsTop 50 Mittelman Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND | 13.49% | 100.6K | $21.6M | +2.68%(+2.62K) | $185.79(+23.47%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND | 10.86% | 117.7K | $17.4M | -2.54%(-3.07K) | $121.10(+28.63%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED | 8.82% | 220.8K | $14.2M | +3.14%(+6.71K) | $51.26(+34.76%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING | 8.12% | 241.0K | $13.0M | +6.74%(+15.22K) | $45.28(+29.06%) | 2026-03-31 | |
| IGIB | ISHARES 5-10 YEAR | 7.1% | 213.9K | $11.4M | +8.98%(+17.62K) | $52.37(+0.73%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 6.59% | 17.7K | $10.6M | -3.79%(-696) | $474.36(+43.23%) | 2026-03-31 | |
| IGLB | ISHARES 10 YEAR | 5.59% | 180.8K | $9.0M | +22.46%(+33.16K) | $51.46(-4.63%) | 2026-03-31 | |
| IGSB | ISHARES 1-5 YEAR | 4.09% | 124.7K | $6.6M | -8.26%(-11.23K) | $52.48(-0.44%) | 2026-03-31 | |
| EVLV | EVOLV TECHNOLOGIES HLDGS | 3.21% | 850.4K | $5.1M | -25.00%(-283.47K) | $6.89(-17.33%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP INDEX | 2.93% | 16.4K | $4.7M | +6.75%(+1.03K) | $66.28(+15.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.67% | +24.83% |
| Top 20 Holdings Unweighted | +7.37% | +23.78% |
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