StockDriftsStockDriftsTop 50 Operose Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 18.33% | 246.4K | $79.1M | +4.50%(+10.61K) | $236.36(+55.44%) | 2026-03-31 | |
| VYM | Vanguard High Dividend Yield ETF | 11.25% | 327.5K | $48.5M | -3.86%(-13.14K) | $107.65(+46.07%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 8.75% | 588.9K | $37.7M | +13.72%(+71.04K) | $51.51(+36.99%) | 2026-03-31 | |
| SCHF | Schwab International Equity ETF | 8.44% | 1.47M | $36.4M | +21.99%(+265.02K) | $20.74(+31.53%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 6.59% | 47.6K | $28.4M | -7.98%(-4.13K) | $548.43(+25.40%) | 2026-03-31 | |
| IJR | iShares Core S&P Small-Cap ETF | 2.6% | 90.2K | $11.2M | -1.83%(-1.68K) | $108.28(+25.73%) | 2026-03-31 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 2.24% | 50.3K | $9.7M | +4270.49%(+49.20K) | $188.20(+8.21%) | 2026-03-31 | |
| VO | Vanguard Mid-Cap ETF | 2.12% | 31.8K | $9.1M | -12.51%(-4.55K) | $66.27(+16.98%) | 2026-03-31 | |
| VOT | Vanguard Mid-Cap Growth ETF | 1.68% | 28.2K | $7.3M | -12.23%(-3.93K) | $227.34(+27.31%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 1.16% | 28.6K | $5.0M | +10.52%(+2.72K) | $112.50(+109.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.37% | +45.70% |
| Top 20 Holdings Unweighted | +13.18% | +44.97% |
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