StockDriftsStockDriftsTop 50 Plante Moran Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 56.39% | 1.46M | $871.9M | +3.73%(+52.44K) | $442.68(+54.15%) | 2026-03-31 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 11.06% | 830.8K | $171.0M | +8.66%(+66.20K) | $173.99(+30.82%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9.56% | 2.31M | $147.7M | +1.00%(+22.76K) | $49.57(+42.50%) | 2026-03-31 | |
| VV | VANGUARD LARGE-CAP ETF | 5.55% | 287.1K | $85.8M | -6.51%(-19.99K) | $230.46(+48.09%) | 2026-03-31 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 1.84% | 130.8K | $28.4M | -4.38%(-5.99K) | $178.41(+28.92%) | 2026-03-31 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 1.55% | 226.0K | $24.0M | -4.79%(-11.38K) | $107.77(-1.05%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.27% | 30.2K | $19.7M | +5.17%(+1.49K) | $311.58(+138.24%) | 2026-03-31 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 1.21% | 604.8K | $18.7M | -3.78%(-23.73K) | $26.58(+29.66%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 0.95% | 320.4K | $14.6M | -8.35%(-29.19K) | $31.51(+59.53%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 0.81% | 49.0K | $12.4M | -11.10%(-6.12K) | $74.92(+298.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.25% | +45.25% |
| Top 20 Holdings Unweighted | +12.69% | +43.09% |
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