StockDriftsStockDriftsTop 50 Morton Brown Family Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 26.65% | 4.02M | $100.8M | +4.43%(+170.43K) | $18.49(+54.44%) | 2026-03-31 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 9.91% | 465.3K | $37.5M | +2.35%(+10.70K) | $56.16(+68.95%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 8.59% | 507.5K | $32.5M | +3.17%(+15.61K) | $49.36(+43.10%) | 2026-03-31 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 6.79% | 232.5K | $25.7M | +3.14%(+7.08K) | $91.40(+28.90%) | 2026-03-31 | |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 6.37% | 241.5K | $24.1M | +2.52%(+5.93K) | $68.52(+60.64%) | 2026-03-31 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 4.92% | 175.4K | $18.6M | +2.41%(+4.12K) | $107.94(-1.20%) | 2026-03-31 | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 4.62% | 701.7K | $17.5M | +3.91%(+26.37K) | $26.15(-5.63%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 3.82% | 22.2K | $14.4M | +1.51%(+331) | $414.14(+79.24%) | 2026-03-31 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 3.56% | 162.8K | $13.5M | +4.92%(+7.64K) | $82.17(+0.47%) | 2026-03-31 | |
| REET | ISHARES GLOBAL REIT ETF | 3.26% | 491.0K | $12.3M | +4.13%(+19.49K) | $26.79(+1.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.37% | +34.44% |
| Top 20 Holdings Unweighted | +7.56% | +24.42% |
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