StockDriftsStockDriftsTop 50 Omnia Family Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 32.7% | 323.5K | $103.8M | -0.95%(-3.11K) | $214.62(+71.82%) | 2026-03-31 | |
| SGOV | ISHARES TR | 16.41% | 517.4K | $52.1M | +41.38%(+151.42K) | $100.50(-0.06%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 8.41% | 62.0K | $26.7M | -0.86%(-540) | $170.53(+121.74%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.81% | 287.7K | $18.4M | +2.76%(+7.73K) | $48.91(+44.77%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.15% | 145.4K | $13.2M | -2.00%(-2.96K) | $64.77(+50.22%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.52% | 126.6K | $11.2M | -0.17%(-217) | $32.29(+140.08%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.64% | 155.1K | $8.4M | -0.29%(-453) | $53.30(+10.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.54% | 31.8K | $8.1M | -17.30%(-6.65K) | $108.86(+183.51%) | 2026-03-31 | |
| ILF | ISHARES TR | 2.38% | 213.0K | $7.6M | +1.25%(+2.63K) | $29.71(+13.39%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.75% | 8.5K | $5.5M | -11.76%(-1.13K) | $509.08(+46.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.55% | +54.30% |
| Top 20 Holdings Unweighted | +17.08% | +60.50% |
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