StockDriftsStockDriftsTop 50 NewSquare Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.19% | 364.5K | $116.9M | +3.31%(+11.69K) | $199.74(+84.62%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.8% | 886.2K | $66.6M | +1.79%(+15.57K) | $57.29(+44.85%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 5.25% | 2.35M | $60.3M | +3.30%(+75.15K) | $16.34(+79.95%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.91% | 495.5K | $33.5M | +1.21%(+5.93K) | $48.56(+56.69%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.77% | 431.1K | $31.7M | +4.69%(+19.32K) | $80.48(-9.15%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.66% | 580.2K | $30.5M | +11.46%(+59.66K) | $52.47(-0.41%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 1.81% | 156.0K | $20.7M | +2.28%(+3.48K) | $65.06(+177.57%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 1.76% | 124.7K | $20.2M | +2.20%(+2.69K) | $135.34(+35.89%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 1.34% | 200.0K | $15.4M | +4.75%(+9.06K) | $84.63(-9.69%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.34% | 23.6K | $15.4M | +3.36%(+767) | $297.67(+150.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.81% | +36.07% |
| Top 20 Holdings Unweighted | +9.63% | +31.76% |
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