StockDriftsStockDriftsTop 50 Nestegg Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 17.43% | 46.6K | $19.9M | +0.51%(+238) | $389.10(-69.05%) | 2026-03-31 | |
| IWD | ISHARES TR | 14.88% | 79.3K | $16.9M | +3.59%(+2.75K) | $188.35(+23.19%) | 2026-03-31 | |
| IJR | ISHARES TR | 10.91% | 99.9K | $12.4M | -2.50%(-2.56K) | $116.05(+19.01%) | 2026-03-31 | |
| IBDZ | ISHARES TR | 7.31% | 319.6K | $8.3M | +72.18%(+133.96K) | $26.33(-1.23%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.83% | 113.8K | $7.8M | +2.77%(+3.07K) | $60.13(+23.88%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.56% | 217.3K | $6.3M | -0.95%(-2.08K) | $27.26(+21.86%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.95% | 12.9K | $5.6M | +1.87%(+237) | $67.30(+25.27%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.66% | 65.1K | $4.2M | -0.31%(-205) | $50.47(+36.66%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.13% | 14.0K | $3.6M | -0.42%(-59) | $241.80(+17.53%) | 2026-03-31 | |
| PFM | INVESCO EXCHANGE TRADED FD T | 2.22% | 49.6K | $2.5M | +0.15%(+74) | $46.20(+17.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.07% | +12.72% |
| Top 20 Holdings Unweighted | +3.82% | +11.91% |
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