StockDriftsStockDriftsTop 50 Partners in Financial Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 12.78% | 1.05M | $77.1M | +6.32%(+62.26K) | $79.16(-7.64%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 10% | 307.2K | $60.3M | +0.76%(+2.31K) | $138.08(+58.72%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.88% | 136.3K | $59.6M | +1.74%(+2.33K) | $44.57(+91.82%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 9.85% | 1.24M | $59.4M | +6.28%(+73.11K) | $53.66(-10.09%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.39% | 789.5K | $50.6M | +1.54%(+12.01K) | $48.84(+44.97%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 6.21% | 477.4K | $37.4M | +2.57%(+11.95K) | $79.50(-2.20%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.67% | 101.9K | $22.1M | +0.28%(+280) | $169.03(+43.89%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 3.35% | 66.8K | $20.2M | +1.19%(+789) | $264.15(+35.48%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.74% | 305.9K | $16.5M | -0.46%(-1.40K) | $49.32(+19.70%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 2.56% | 105.7K | $15.4M | -0.87%(-928) | $125.47(+23.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.94% | +25.77% |
| Top 20 Holdings Unweighted | +7.76% | +25.14% |
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