StockDriftsStockDriftsTop 50 Partners Capital Investment Group, Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 20.22% | 821.8K | $536.8M | -5.28%(-45.80K) | $543.12(+38.38%) | 2026-03-31 | |
| VGSH | Vanguard Short-Term Treasury ETF | 6.43% | 2.92M | $170.8M | +0.59%(+17.18K) | $58.38(-0.23%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 5.75% | 2.19M | $152.6M | +3.46%(+73.06K) | $52.96(+55.38%) | 2026-03-31 | |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | 5.73% | 3.58M | $152.1M | +3.98%(+136.95K) | $35.61(+26.16%) | 2026-03-31 | |
| VTV | Vanguard Value ETF | 4.73% | 640.5K | $125.7M | +5.11%(+31.12K) | $158.34(+32.00%) | 2026-03-31 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | 3.83% | 983.8K | $101.8M | -23.74%(-306.27K) | $101.02(+2.57%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 3.67% | 163.1K | $97.5M | -10.86%(-19.86K) | $478.21(+43.81%) | 2026-03-31 | |
| IEFA | iShares Core MSCI EAFE ETF | 3.14% | 919.9K | $83.3M | +20.93%(+159.21K) | $77.75(+24.64%) | 2026-03-31 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | 3.03% | 1.02M | $80.4M | -11.53%(-133.16K) | $54.43(+78.62%) | 2026-03-31 | |
| ITOT | iShares Core S&P Total US Stock Market ETF | 2.6% | 484.5K | $69.0M | +3.90%(+18.19K) | $118.90(+37.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.38% | +41.94% |
| Top 20 Holdings Unweighted | +10.58% | +35.21% |
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