StockDriftsStockDriftsTop 50 Roble, Belko & Company, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.6% | 431.5K | $138.4M | +3.56%(+14.84K) | $167.69(+117.49%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 10.24% | 1.04M | $80.5M | +12.43%(+115.42K) | $60.72(+40.11%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.05% | 646.2K | $47.6M | +35.11%(+167.91K) | $72.57(+0.83%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.85% | 718.6K | $46.0M | +0.12%(+877) | $44.47(+58.83%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.99% | 211.8K | $31.4M | -0.80%(-1.70K) | $95.72(+62.60%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX | 3.94% | 413.0K | $31.0M | -2.84%(-12.07K) | $50.78(+63.36%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.43% | 90.2K | $26.9M | +3.28%(+2.86K) | $206.06(+65.62%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.24% | 39.1K | $25.4M | -1.83%(-728) | $218.72(+239.39%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.07% | 181.6K | $24.1M | -7.66%(-15.06K) | $30.21(+485.45%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2.85% | 252.3K | $22.4M | +11.04%(+25.09K) | $83.10(+15.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.86% | +39.95% |
| Top 20 Holdings Unweighted | +11.26% | +37.74% |
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