StockDriftsStockDriftsTop 50 Prudent Man Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 11.98% | 124.6K | $40.0M | -6.79%(-9.08K) | $175.50(+110.12%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.33% | 332.2K | $24.5M | -6.06%(-21.43K) | $83.31(-12.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.54% | 67.8K | $11.8M | +52.98%(+23.50K) | $120.72(+61.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.35% | 43.6K | $11.2M | +54.29%(+15.36K) | $177.29(+74.08%) | 2026-03-31 | |
| HYG | ISHARES TR | 3.26% | 136.7K | $10.9M | +6.96%(+8.89K) | $79.54(+0.21%) | 2026-03-31 | |
| ESGU | ISHARES TR | 2.74% | 64.8K | $9.2M | -8.67%(-6.15K) | $103.48(+57.90%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.46% | 22.2K | $8.2M | +54.62%(+7.85K) | $323.54(+20.69%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.43% | 28.3K | $8.1M | +49.59%(+9.38K) | $184.14(+93.42%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.43% | 120.9K | $8.1M | -18.57%(-27.56K) | $38.43(+84.26%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.34% | 12.0K | $7.8M | +139.05%(+6.96K) | $566.30(+32.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.26% | +34.05% |
| Top 20 Holdings Unweighted | +11.88% | +40.03% |
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