StockDriftsStockDriftsTop 50 Nalls Sherbakoff Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 15.3% | 808.8K | $21.2M | -5.73%(-49.17K) | $15.65(+72.59%) | 2025-12-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 8.01% | 462.1K | $11.1M | -11.61%(-60.72K) | $17.27(+53.48%) | 2025-12-31 | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 4.46% | 116.9K | $6.2M | -10.55%(-13.79K) | $50.29(+4.68%) | 2025-12-31 | |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 3.79% | 224.9K | $5.3M | -9.28%(-23.01K) | $23.12(+0.83%) | 2025-12-31 | |
| VNQ | VANGUARD REAL ESTATE ETF | 3.37% | 52.8K | $4.7M | -13.04%(-7.92K) | $82.66(+14.07%) | 2025-12-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.43% | 10.8K | $3.4M | -0.14%(-15) | $96.56(+249.14%) | 2025-12-31 | |
| ONB | OLD NATL BANCORP IND COM | 2.31% | 143.8K | $3.2M | -8.21%(-12.85K) | $21.45(+8.90%) | 2025-12-31 | |
| AAPL | APPLE INC COM | 2.29% | 11.7K | $3.2M | -9.50%(-1.23K) | $149.82(+77.83%) | 2025-12-31 | |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 1.85% | 56.0K | $2.6M | +8.69%(+4.47K) | $24.80(+100.48%) | 2025-12-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 1.76% | 4.0K | $2.4M | +11.44%(+407) | $526.41(+21.08%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.32% | +49.42% |
| Top 20 Holdings Unweighted | +16.87% | +59.62% |
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