StockDriftsStockDriftsTop 50 Retirement Wealth Solutions Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.58% | 41.4K | $24.7M | +0.17%(+70) | $533.37(+24.73%) | 2026-03-31 | |
| IVV | ISHARES TR | 9.92% | 24.1K | $15.7M | +19.51%(+3.93K) | $602.71(+20.62%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.94% | 221.2K | $14.2M | -10.07%(-24.77K) | $50.31(+37.11%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.08% | 134.8K | $6.5M | +5.18%(+6.64K) | $49.55(-3.35%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.87% | 105.6K | $6.1M | +2.83%(+2.91K) | $52.28(+23.44%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.78% | 76.5K | $6.0M | +8.39%(+5.92K) | $78.05(-0.06%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.69% | 108.4K | $5.9M | -10.23%(-12.35K) | $45.90(+29.32%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.35% | 47.0K | $5.3M | +10.74%(+4.56K) | $103.05(+27.56%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.28% | 24.6K | $5.2M | -3.38%(-861) | $197.57(+13.28%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.21% | 72.9K | $5.1M | +3.64%(+2.56K) | $59.66(+34.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.00% | +15.75% |
| Top 20 Holdings Unweighted | +4.25% | +13.29% |
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