StockDriftsStockDriftsTop 50 Pack Private Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 21.79% | 740.3K | $47.4M | +0.22%(+1.61K) | $49.39(+39.85%) | 2026-03-31 | |
| IVV | ISHARES TR | 17.48% | 58.3K | $38.1M | +3.34%(+1.88K) | $467.25(+58.90%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 12.58% | 506.7K | $27.4M | +0.20%(+1.02K) | $46.39(+25.96%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.97% | 321.4K | $21.7M | +0.62%(+1.99K) | $55.13(+31.00%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.34% | 111.0K | $13.8M | +1.00%(+1.10K) | $109.02(+22.84%) | 2026-03-31 | |
| GGG | GRACO INC | 5.98% | 153.7K | $13.0M | +0.00%(+0) | $75.30(+0.56%) | 2026-03-31 | |
| GNR | SPDR INDEX SHS FDS | 5.49% | 160.2K | $12.0M | -0.19%(-311) | $53.85(+37.32%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 4.15% | 101.9K | $9.0M | +3.89%(+3.81K) | $96.73(-2.92%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.82% | 43.7K | $4.0M | +0.00%(+0) | $66.70(+42.74%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.33% | 4.9K | $2.9M | +0.00%(+0) | $389.10(+74.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.08% | +37.07% |
| Top 20 Holdings Unweighted | +9.93% | +32.84% |
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