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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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