StockDriftsStockDriftsTop 46 Performa Ltd (US), LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FUNDS - VANGUARD S&P 500 ETF | 26.69% | 197.4K | $118.0M | +3.90%(+7.42K) | $453.12(+51.14%) | 2026-03-31 | |
| VO | VANGUARD INDEX FUNDS - VANGUARD MID-CAP ETF | 16.21% | 249.4K | $71.6M | +16.53%(+35.39K) | $63.20(+27.39%) | 2026-03-31 | |
| HYLB | DBX ETF TRUST - XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | 13.42% | 1.64M | $59.3M | +8.52%(+128.78K) | $36.07(+0.89%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | 12% | 81.5K | $53.0M | -15.40%(-14.84K) | $274.69(+171.13%) | 2026-03-31 | |
| VEU | VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VANGUARD FTSE ALL-WORLD EX-US ETF | 8.8% | 517.8K | $38.9M | +32.57%(+127.21K) | $64.88(+27.89%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FUNDS - VANGUARD SMALL-CAP VALUE ETF | 4.84% | 98.6K | $21.4M | +12.49%(+10.94K) | $184.40(+31.90%) | 2026-03-31 | |
| IWR | ISHARES TRUST - ISHARES RUSSELL MID-CAP ETF | 4.38% | 198.9K | $19.3M | +19890000.00%(+198.90K) | $96.75(+14.05%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE-TRADED FUND TRUST - INVESCO S&P 500 EQUAL WEIGHT ETF | 3.03% | 69.7K | $13.4M | -32.11%(-32.98K) | $191.74(+12.08%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FUNDS - VANGUARD SMALL-CAP GROWTH ETF | 2.17% | 31.7K | $9.6M | +0.00%(+0) | $231.37(+54.67%) | 2026-03-31 | |
| IJR | ISHARES TRUST - ISHARES CORE S&P SMALL-CAP ETF | 1.87% | 66.4K | $8.3M | -9.73%(-7.15K) | $106.11(+38.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.63% | +46.71% |
| Top 20 Holdings Unweighted | +34.21% | +141.72% |
Sign up free to track Performa Ltd (US), LLC, compare funds side by side, and get alerts the moment positions change.