StockDriftsStockDriftsTop 50 Patriot Investment Management Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 30.05% | 1.47M | $470.5M | -0.18%(-2.58K) | $188.71(+89.18%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 8.89% | 1.89M | $139.1M | +6.09%(+108.45K) | $79.53(-7.91%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.65% | 1.38M | $88.4M | -0.14%(-1.94K) | $43.90(+57.13%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.43% | 837.7K | $69.3M | +3.98%(+32.06K) | $88.27(-6.52%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.8% | 791.8K | $59.5M | -5.34%(-44.63K) | $56.43(+44.00%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.19% | 924.7K | $50.0M | +0.64%(+5.90K) | $47.45(+25.09%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.57% | 507.6K | $40.2M | +3.02%(+14.88K) | $80.10(-1.42%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 2.5% | 809.8K | $39.1M | +2.50%(+19.75K) | $40.45(+32.87%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 1.66% | 99.4K | $26.0M | -1.71%(-1.73K) | $172.49(+66.21%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 1.64% | 1.02M | $25.7M | -3.30%(-34.89K) | $14.32(+95.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.33% | +34.29% |
| Top 20 Holdings Unweighted | +7.91% | +25.67% |
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