StockDriftsStockDriftsTop 50 N.E.W. Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 18.21% | 759.0K | $243.5M | +5.33%(+38.41K) | $249.79(+46.01%) | 2026-03-31 | |
| SPYM | SPDR SER TR | 5.41% | 944.5K | $72.3M | +4.35%(+39.37K) | $44.34(+97.05%) | 2026-03-31 | |
| IAGG | ISHARES TR | 4.53% | 1.21M | $60.6M | +0.13%(+1.57K) | $52.40(-4.71%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.39% | 1.16M | $58.7M | +0.18%(+2.09K) | $50.51(+0.01%) | 2026-03-31 | |
| SPYV | SPDR SER TR | 4.18% | 988.5K | $55.9M | -35.10%(-534.53K) | $44.70(+34.63%) | 2026-03-31 | |
| SPAB | SPDR SER TR | 4.04% | 2.11M | $54.1M | +0.10%(+2.16K) | $27.63(-7.94%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.36% | 1.32M | $45.0M | -0.24%(-3.19K) | $25.81(+45.39%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.12% | 541.6K | $41.8M | +0.82%(+4.39K) | $61.60(+38.11%) | 2026-03-31 | |
| SPTM | SPDR SER TR | 2.7% | 456.1K | $36.1M | +2.52%(+11.22K) | $53.55(+67.85%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.67% | 484.9K | $35.7M | +2.03%(+9.63K) | $75.29(-2.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.85% | +32.56% |
| Top 20 Holdings Unweighted | +9.51% | +31.34% |
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