StockDriftsStockDriftsTop 50 NerdWallet Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 32.46% | 113.9K | $74.4M | +4.46%(+4.86K) | $648.93(+14.92%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.28% | 510.6K | $32.7M | +30.20%(+118.45K) | $59.82(+18.07%) | 2026-03-31 | |
| DLN | WISDOMTREE TR | 9.16% | 235.0K | $21.0M | +5.76%(+12.80K) | $85.06(+11.46%) | 2026-03-31 | |
| SHV | ISHARES TR | 6.13% | 127.2K | $14.0M | -6.57%(-8.95K) | $110.45(-0.24%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 5.76% | 502.7K | $13.2M | +44.83%(+155.63K) | $26.44(-1.01%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.89% | 27.8K | $8.9M | -27.59%(-10.60K) | $316.05(+15.40%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.74% | 103.7K | $8.6M | -7.12%(-7.95K) | $82.91(-0.87%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.35% | 99.6K | $5.4M | +22.63%(+18.38K) | $52.45(+14.29%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.16% | 8.3K | $4.9M | -4.61%(-400) | $590.31(+15.60%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.51% | 51.1K | $3.5M | +155.27%(+31.09K) | $65.67(+11.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.18% | -3.49% |
| Top 20 Holdings Unweighted | -3.81% | -10.99% |
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