StockDriftsStockDriftsTop 50 Revisor Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 5.11% | 797.2K | $18.5M | +7.69%(+56.94K) | $23.15(-0.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.68% | 52.5K | $13.3M | -18.19%(-11.67K) | $199.12(+50.09%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.05% | 133.6K | $11.1M | -1.85%(-2.52K) | $80.87(+2.09%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.65% | 108.4K | $9.6M | -3.61%(-4.06K) | $78.98(+17.56%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 2.47% | 119.5K | $8.9M | -11.71%(-15.86K) | $76.72(-2.90%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.44% | 23.9K | $8.8M | +7.23%(+1.61K) | $406.98(-0.43%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.44% | 188.4K | $8.8M | -5.88%(-11.77K) | $38.92(+34.18%) | 2026-03-31 | |
| DVYE | ISHARES INC | 2.12% | 224.7K | $7.7M | -6.81%(-16.43K) | $26.34(+32.37%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 1.79% | 215.6K | $6.5M | +33.42%(+53.99K) | $29.93(+0.22%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.62% | 28.1K | $5.9M | +19.87%(+4.66K) | $200.17(+34.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.95% | +15.60% |
| Top 20 Holdings Unweighted | +6.41% | +20.48% |
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