StockDriftsStockDriftsTop 24 Rochester Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 17.28% | 145.3K | $28.5M | +0.18%(+265) | $172.15(+21.04%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 13.52% | 51.1K | $22.3M | +10.16%(+4.71K) | $66.48(+31.62%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.81% | 252.6K | $16.2M | -1.71%(-4.41K) | $50.04(+41.14%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 9.73% | 297.0K | $16.1M | +1.32%(+3.88K) | $45.21(+32.59%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 7.87% | 506.5K | $13.0M | +11.21%(+51.06K) | $25.41(+0.13%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.92% | 169.0K | $11.4M | +1.54%(+2.56K) | $60.62(+20.63%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.92% | 91.8K | $11.4M | +0.44%(+406) | $109.81(+23.19%) | 2026-03-31 | |
| ICSH | ISHARES TR | 4.72% | 153.6K | $7.8M | +10.71%(+14.87K) | $50.59(-0.14%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 4.48% | 83.8K | $7.4M | -17.43%(-17.70K) | $55.00(+60.33%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.45% | 147.2K | $7.3M | +10.05%(+13.44K) | $49.38(+1.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.78% | +51.22% |
| Top 20 Holdings Unweighted | +15.69% | +54.85% |
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