StockDriftsStockDriftsTop 50 Moneta Group Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.52% | 3.01M | $1.80B | -0.98%(-29.82K) | $565.28(+21.15%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 7.21% | 37.37M | $958.1M | +4.29%(+1.54M) | $21.24(+38.41%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.37% | 9.95M | $714.1M | +321.94%(+7.59M) | $70.96(+13.47%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.28% | 10.95M | $701.6M | -0.97%(-106.83K) | $57.33(+23.51%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.98% | 3.37M | $661.5M | +2.86%(+93.75K) | $161.49(+35.72%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.65% | 8.49M | $617.7M | +518.92%(+7.11M) | $74.00(+15.55%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.08% | 1.37M | $409.3M | +4.17%(+54.88K) | $207.76(+65.08%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.92% | 5.56M | $387.8M | -1.88%(-106.70K) | $50.86(+56.98%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.71% | 550.9K | $359.8M | +1.89%(+10.21K) | $427.75(+74.97%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.63% | 11.27M | $348.9M | +5.61%(+598.41K) | $26.50(+35.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.82% | +43.61% |
| Top 20 Holdings Unweighted | +13.39% | +45.81% |
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