StockDriftsStockDriftsTop 50 Ratio Wealth Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 8.3% | 553.8K | $44.6M | +19.32%(+89.66K) | — | 2024-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.6% | 62.6K | $30.1M | +2.79%(+1.70K) | — | 2024-03-31 | |
| EFV | ISHARES TR | 4.85% | 479.1K | $26.1M | +2.06%(+9.66K) | — | 2024-03-31 | |
| PFFD | GLOBAL X FDS | 4.66% | 1.24M | $25.0M | +5.75%(+67.38K) | — | 2024-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.58% | 134.7K | $24.6M | +3.26%(+4.25K) | — | 2024-03-31 | |
| IEFA | ISHARES TR | 4.25% | 307.7K | $22.8M | +1.11%(+3.37K) | — | 2024-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.03% | 178.9K | $21.6M | +3.04%(+5.27K) | — | 2024-03-31 | |
| CRED | COLUMBIA ETF TR I | 3.84% | 406.0K | $20.6M | new | — | 2024-03-31 | |
| USIG | ISHARES TR | 3.84% | 406.0K | $20.6M | +9.00%(+33.53K) | — | 2024-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.76% | 402.2K | $20.2M | +7.80%(+29.11K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ratio Wealth Group reports $536.94M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (8.3%), VOO (5.6%) and EFV (4.8%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Ratio Wealth Group, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Ratio Wealth Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1971024). View Ratio Wealth Group’s 13F filings on SEC