StockDriftsStockDriftsTop 50 Orgel Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 13.61% | 3.29M | $631.6M | +7.94%(+242.12K) | $168.82(+22.91%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.58% | 609.6K | $398.2M | +9.39%(+52.35K) | $496.91(+46.30%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.36% | 5.83M | $341.4M | -27.80%(-2.25M) | $58.32(-0.09%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 7.23% | 3.43M | $335.7M | -7.09%(-261.86K) | $64.08(+77.52%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 6.22% | 3.06M | $288.8M | +22.47%(+562.19K) | $68.62(+43.42%) | 2026-03-31 | |
| MUB | ISHARES TR | 6.12% | 2.68M | $284.2M | +2.34%(+61.17K) | $105.49(+1.22%) | 2026-03-31 | |
| VSDB | VANGUARD MALVERN FDS | 5.73% | 3.49M | $266.0M | new | $76.37(-0.33%) | 2026-03-31 | |
| PMBS | PIMCO ETF TR | 5.15% | 4.82M | $239.0M | +1.89%(+89.49K) | $48.83(+1.08%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.02% | 9.41M | $232.9M | +5.37%(+479.30K) | $18.24(+46.12%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.72% | 3.47M | $172.9M | -2.58%(-91.78K) | $50.14(+0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.02% | +19.17% |
| Top 20 Holdings Unweighted | +7.76% | +25.15% |
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