StockDriftsStockDriftsTop 50 Net Worth Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 3.17% | 184.7K | $15.3M | +3.06%(+5.48K) | $82.70(-0.17%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.16% | 256.4K | $15.3M | +2.53%(+6.34K) | $59.75(-1.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.04% | 57.9K | $14.7M | +4.60%(+2.54K) | $252.07(+18.56%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.94% | 295.1K | $14.2M | +3.87%(+11.00K) | $49.33(-2.90%) | 2026-03-31 | |
| TIP | ISHARES TR | 2.65% | 115.6K | $12.8M | +1.41%(+1.60K) | $108.82(+2.11%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.39% | 105.6K | $11.5M | +1.39%(+1.45K) | $110.06(-1.31%) | 2026-03-31 | |
| IEF | ISHARES TR | 2.36% | 119.5K | $11.4M | +2.38%(+2.78K) | $95.88(-1.63%) | 2026-03-31 | |
| SHY | ISHARES TR | 2.32% | 135.6K | $11.2M | +1.64%(+2.19K) | $82.44(-0.31%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.27% | 51.9K | $11.0M | +0.25%(+132) | $207.40(+8.31%) | 2026-03-31 | |
| CORP | PIMCO ETF TR | 2.13% | 106.2K | $10.3M | +2.04%(+2.12K) | $97.34(-0.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.05% | +0.16% |
| Top 20 Holdings Unweighted | +2.11% | +6.48% |
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