StockDriftsStockDriftsTop 50 Relyea Zuckerberg Hanson LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 10.83% | 246.5K | $107.7M | +1.32%(+3.20K) | $42.44(+106.19%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.15% | 463.7K | $91.0M | +0.63%(+2.89K) | $135.17(+54.15%) | 2026-03-31 | |
| IWF | ISHARES TR | 5% | 116.6K | $49.7M | -1.10%(-1.30K) | $243.79(-49.01%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 4.66% | 505.5K | $46.3M | +9.33%(+43.14K) | $91.59(-0.11%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.44% | 206.5K | $44.1M | -0.66%(-1.38K) | $147.34(+59.28%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.91% | 606.6K | $38.9M | +5.63%(+32.32K) | $48.44(+45.82%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.35% | 330.6K | $33.3M | +99.01%(+164.47K) | $100.56(-0.05%) | 2026-03-31 | |
| AAUS | EA SERIES TRUST | 2.35% | 446.2K | $23.4M | -25.77%(-154.90K) | $53.93(+10.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.07% | 81.1K | $20.6M | -15.17%(-14.51K) | $155.23(+92.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.06% | 117.4K | $20.5M | -5.30%(-6.57K) | $82.77(+172.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.91% | +51.73% |
| Top 20 Holdings Unweighted | +14.71% | +50.96% |
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