StockDriftsStockDriftsTop 50 Roberts Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 8.19% | 637.5K | $32.3M | +9.49%(+55.26K) | $50.65(-0.44%) | 2026-03-31 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 7.05% | 587.4K | $27.8M | +18.15%(+90.25K) | $47.34(-0.75%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.96% | 92.4K | $23.5M | +5.35%(+4.69K) | $161.70(+90.87%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.9% | 67.3K | $19.3M | +1.41%(+939) | $131.47(+170.92%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.41% | 51.2K | $13.4M | +4.10%(+2.02K) | $222.28(+35.12%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.19% | 33.9K | $12.6M | +2.10%(+698) | $281.71(+38.62%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.01% | 478.6K | $11.8M | +7.77%(+34.50K) | $18.79(+46.18%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.93% | 55.4K | $11.5M | +10.39%(+5.21K) | $171.33(+41.64%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.74% | 199.7K | $10.8M | +11.05%(+19.87K) | $48.64(+21.37%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.31% | 141.9K | $9.1M | -1.07%(-1.53K) | $50.56(+40.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.11% | +44.70% |
| Top 20 Holdings Unweighted | +11.57% | +38.90% |
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