StockDriftsStockDriftsTop 50 Private Client Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.66% | 54.6K | $35.6M | +3.05%(+1.62K) | $579.02(+25.55%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.27% | 231.8K | $21.0M | +3.63%(+8.11K) | $79.92(+19.41%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.16% | 195.3K | $10.6M | +3.02%(+5.73K) | $47.69(+24.47%) | 2026-03-31 | |
| IBHF | ISHARES TR | 2.87% | 418.3K | $9.6M | +55.65%(+149.56K) | $23.07(-1.24%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 2.66% | 13.7K | $8.9M | -18.94%(-3.20K) | $540.20(+33.98%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.51% | 248.7K | $8.4M | +1.84%(+4.50K) | $33.93(-0.55%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.46% | 28.6K | $8.2M | +3.74%(+1.03K) | $66.97(+16.02%) | 2026-03-31 | |
| RLY | SSGA ACTIVE ETF TR | 2.42% | 223.8K | $8.1M | +2.16%(+4.73K) | $29.27(+26.98%) | 2026-03-31 | |
| OEF | ISHARES TR | 2.38% | 25.0K | $8.0M | +0.36%(+89) | $223.03(+60.56%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.28% | 76.7K | $7.6M | -1.07%(-833) | $98.97(-0.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.89% | +36.34% |
| Top 20 Holdings Unweighted | +8.87% | +29.05% |
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