StockDriftsStockDriftsTop 50 RMR Wealth Builders Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.52% | 202.3K | $120.9M | +7.81%(+14.65K) | $452.38(+50.85%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.11% | 264.7K | $115.6M | +11.05%(+26.35K) | $53.39(+63.92%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 8.87% | 574.0K | $112.6M | +3.18%(+17.69K) | $152.29(+36.82%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.9% | 1.11M | $74.9M | -2.21%(-25.09K) | $52.29(+39.85%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.95% | 694.5K | $62.9M | +6.71%(+43.67K) | $70.90(+37.01%) | 2026-03-31 | |
| PRMR | NORTHERN LTS FD TR II | 4.16% | 2.26M | $52.8M | +25.21%(+454.42K) | $24.75(+6.27%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.43% | 249.4K | $43.5M | -1.29%(-3.25K) | $25.66(+780.00%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.36% | 100.0K | $42.6M | -0.62%(-625) | $229.27(-45.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.08% | 154.1K | $39.1M | +16.26%(+21.55K) | $165.40(+80.69%) | 2026-03-31 | |
| SUB | ISHARES TR | 2.47% | 294.6K | $31.4M | +2.29%(+6.60K) | $105.17(+1.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.19% | +48.91% |
| Top 20 Holdings Unweighted | +14.61% | +50.55% |
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