StockDriftsStockDriftsTop 50 Moss Adams Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 29.56% | 1.26M | $404.2M | +3.15%(+38.44K) | $266.80(+36.70%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.04% | 2.63M | $123.6M | +2.31%(+59.34K) | $47.24(-1.00%) | 2026-03-31 | |
| PAVE | GLOBAL X FDS | 6.75% | 1.82M | $92.3M | +2.99%(+52.70K) | $41.79(+35.13%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 6.03% | 1.80M | $82.5M | +4.95%(+84.73K) | $38.42(+16.27%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 4.86% | 173.5K | $66.5M | -2.24%(-3.97K) | $213.70(+167.89%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.84% | 1.86M | $66.2M | +3.95%(+70.70K) | $33.65(+13.18%) | 2026-03-31 | |
| XLRE | SELECT SECTOR SPDR TR | 4.75% | 1.59M | $64.9M | +4.61%(+70.03K) | $41.29(+7.08%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 3.93% | 484.5K | $53.7M | +1.39%(+6.64K) | $82.00(+42.40%) | 2026-03-31 | |
| BUG | GLOBAL X FDS | 2.66% | 1.45M | $36.3M | -8.83%(-140.05K) | $30.37(+0.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.99% | 107.1K | $27.2M | +3.50%(+3.62K) | $179.95(+66.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.40% | +34.54% |
| Top 20 Holdings Unweighted | +14.62% | +50.57% |
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