StockDriftsStockDriftsTop 50 MSH Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.17% | 170.8K | $43.3M | +0.31%(+524) | $241.53(+27.78%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.28% | 241.6K | $15.5M | +4.36%(+10.10K) | $53.00(+33.60%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 2.83% | 91.7K | $13.4M | +9.21%(+7.73K) | $128.77(+20.89%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.11% | 325.1K | $10.0M | +4.00%(+12.51K) | $26.13(+23.96%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.96% | 317.7K | $9.3M | +0.65%(+2.04K) | $22.50(+51.61%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.87% | 97.8K | $8.9M | +17.61%(+14.65K) | $77.88(+24.94%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.8% | 13.0K | $8.5M | -0.18%(-24) | $441.71(+69.44%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.77% | 28.5K | $8.4M | -1.81%(-524) | $166.99(+100.29%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.62% | 20.7K | $7.7M | +7.59%(+1.46K) | $349.22(+11.82%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 1.57% | 50.2K | $7.4M | +4.22%(+2.03K) | $117.87(+35.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.07% | +44.56% |
| Top 20 Holdings Unweighted | +13.70% | +46.98% |
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