StockDriftsStockDriftsTop 50 Morningstar Investment Services Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.16% | 281.3K | $77K | -42.84%(-210.83K) | — | 2025-03-31 | |
| BND | VANGUARD BD INDEX FD INC | 10.77% | 800.2K | $59K | -55.34%(-991.68K) | — | 2025-03-31 | |
| VEA | VANGUARD TAX MANAGED INTL FD | 6.1% | 655.3K | $33K | -45.07%(-537.77K) | — | 2025-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 4.22% | 297.3K | $23K | new | — | 2025-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.85% | 261.5K | $16K | -28.47%(-104.09K) | — | 2025-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.96% | 236.0K | $11K | -48.76%(-224.54K) | — | 2025-03-31 | |
| META | META PLATFORMS INC | 1.9% | 18.0K | $10K | -57.00%(-23.90K) | — | 2025-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 1.67% | 197.5K | $9K | -58.88%(-282.80K) | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 1.66% | 24.2K | $9K | -47.84%(-22.17K) | — | 2025-03-31 | |
| BKNG | BOOKING HLDGS INC | 1.62% | 1.9K | $9K | -56.05%(-2.45K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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