StockDriftsStockDriftsTop 49 Mycio Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | 61.74% | 950.4K | $309.8M | -3.27%(-32.14K) | $158.25(+99.69%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.41% | 244.6K | $22.1M | +2.92%(+6.93K) | $65.82(+47.59%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.05% | 31.1K | $20.3M | +0.53%(+165) | $324.85(+129.57%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.73% | 28.8K | $18.7M | +0.18%(+53) | $404.35(+83.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.13% | 61.9K | $15.7M | +0.00%(+0) | $134.12(+122.84%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.46% | 127.1K | $12.3M | +0.00%(+0) | $64.91(+59.96%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.03% | 159.3K | $10.2M | +9.32%(+13.59K) | $46.58(+51.62%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.03% | 47.3K | $10.2M | +0.31%(+144) | $145.37(+57.31%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 1.96% | 92.9K | $9.8M | +7.99%(+6.88K) | $86.91(+22.04%) | 2026-03-31 | |
| FXE | INVESCO CURRENCYSHARES EURO | 1.89% | 88.8K | $9.5M | new | $107.58(+0.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.23% | +57.02% |
| Top 20 Holdings Unweighted | +11.18% | +37.43% |
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