StockDriftsStockDriftsTop 50 MRWM Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 14.56% | 83.7K | $26.9M | +1.86%(+1.53K) | $290.24(+25.66%) | 2026-03-31 | |
| SGOL | ABERDEEN PHYSICAL GOLD SHARES ETF | 7.94% | 328.3K | $14.6M | -3.54%(-12.05K) | $26.24(+70.21%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S&P500 ETF | 7.29% | 20.6K | $13.4M | +0.10%(+20) | $587.74(+26.88%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 5.11% | 48.0K | $9.4M | +42.41%(+14.30K) | $184.08(+13.19%) | 2026-03-31 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 4.61% | 110.2K | $8.5M | +2.53%(+2.72K) | $63.39(+34.21%) | 2026-03-31 | |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | 4.6% | 84.2K | $8.5M | +932.93%(+76.09K) | $100.52(-0.01%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 4.12% | 189.0K | $7.6M | +5.08%(+9.14K) | $37.70(+22.90%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | 3.83% | 10.9K | $7.1M | -26.80%(-3.98K) | $579.92(+28.00%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 3.67% | 220.8K | $6.8M | -0.25%(-554) | $27.50(+15.46%) | 2026-03-31 | |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 3.38% | 82.5K | $6.2M | -9.46%(-8.62K) | $75.48(+0.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.47% | +34.81% |
| Top 20 Holdings Unweighted | +7.79% | +25.25% |
Sign up free to track MRWM Advisors, LLC, compare funds side by side, and get alerts the moment positions change.