StockDriftsStockDriftsTop 50 Ritholtz Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8.76% | 1.57M | $505.1M | +9.81%(+140.68K) | $223.57(+63.13%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.96% | 526.4K | $343.8M | -1.61%(-8.60K) | $471.59(+58.13%) | 2026-03-31 | |
| STIP | ISHARES TR | 4.32% | 2.41M | $249.2M | +6.82%(+153.95K) | $101.18(+2.51%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.17% | 4.01M | $182.7M | +3.90%(+150.50K) | $45.16(+0.77%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.05% | 304.4K | $175.7M | -21.46%(-83.17K) | $481.83(+48.33%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.87% | 650.8K | $165.2M | +11.51%(+67.17K) | $161.45(+85.12%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.71% | 2.12M | $156.3M | +11.38%(+216.80K) | $73.35(-0.23%) | 2026-03-31 | |
| VFMO | VANGUARD WELLINGTON FD | 2.42% | 707.2K | $139.4M | +8.63%(+56.19K) | $143.90(+60.85%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.34% | 3.86M | $135.2M | +6.61%(+239.10K) | $27.03(+35.93%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.14% | 1.24M | $123.4M | +3.90%(+46.62K) | $98.12(+0.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.20% | +41.25% |
| Top 20 Holdings Unweighted | +12.51% | +42.42% |
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