StockDriftsStockDriftsTop 50 Nabity-Jensen Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 15.06% | 110.7K | $21.7M | -0.17%(-187) | $144.60(+44.11%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 10.4% | 119.8K | $15.0M | +1.11%(+1.31K) | $90.59(+55.15%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.27% | 24.0K | $10.5M | -0.80%(-194) | $49.04(+78.46%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.67% | 14.2K | $8.2M | +2.23%(+309) | $394.07(+81.37%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.27% | 35.0K | $7.6M | +0.41%(+144) | $170.28(+35.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.61% | 38.1K | $6.7M | +6.32%(+2.27K) | $56.36(+300.67%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.26% | 161.4K | $4.7M | +0.81%(+1.29K) | $19.60(+75.12%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.22% | 72.4K | $4.6M | +1.58%(+1.12K) | $46.83(+50.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.09% | 17.6K | $4.5M | +6.03%(+1.00K) | $190.08(+57.23%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 2.96% | 14.1K | $4.3M | +0.27%(+38) | $229.58(+49.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.05% | +48.35% |
| Top 20 Holdings Unweighted | +14.49% | +50.09% |
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