StockDriftsStockDriftsTop 50 Morningstar Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | 14.87% | 10.48M | $240.2M | -2.03%(-217.71K) | $22.81(-0.51%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.31% | 144.3K | $53.4M | +28.06%(+31.62K) | $415.88(-1.55%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.28% | 165.2K | $53.0M | -22.56%(-48.13K) | $224.62(+63.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.19% | 202.9K | $51.5M | -2.08%(-4.30K) | $205.61(+45.03%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.64% | 148.2K | $42.6M | -2.65%(-4.04K) | $144.07(+178.38%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.46% | 227.9K | $39.7M | +3.18%(+7.03K) | $141.36(+66.76%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 2.42% | 1.61M | $39.2M | -6.55%(-113.18K) | $24.43(-1.13%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.36% | 793.4K | $38.1M | +38.56%(+220.78K) | $49.05(-2.22%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 2.32% | 774.1K | $37.4M | -23.49%(-237.68K) | $44.36(+19.34%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 1.71% | 723.8K | $27.7M | +3.27%(+22.90K) | $29.32(+40.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.35% | +16.92% |
| Top 20 Holdings Unweighted | +5.94% | +18.89% |
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