StockDriftsStockDriftsTop 50 Retirement Capital Strategies Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | 11.39% | 217.9K | $30.1M | +1.67%(+3.58K) | $121.50(+26.35%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 10.62% | 87.6K | $28.1M | +3.45%(+2.92K) | $288.70(+25.64%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 7.45% | 255.3K | $19.7M | +5.01%(+12.18K) | $76.77(-0.93%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.27% | 193.8K | $19.2M | +4.24%(+7.89K) | $98.98(-0.97%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.35% | 23.7K | $14.2M | -1.28%(-306) | $442.11(+53.68%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.26% | 222.8K | $11.3M | new | $50.58(-0.16%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 3.98% | 133.1K | $10.5M | -1.20%(-1.61K) | $71.19(+25.66%) | 2026-03-31 | |
| EFIV | SPDR SERIES TRUST | 3.75% | 157.1K | $9.9M | -1.09%(-1.74K) | $50.14(+43.03%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.73% | 213.6K | $9.9M | +5.93%(+11.97K) | $46.10(-0.88%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.47% | 124.8K | $9.2M | +2.37%(+2.89K) | $73.50(-1.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.16% | +23.07% |
| Top 20 Holdings Unweighted | +6.75% | +21.63% |
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