StockDriftsStockDriftsTop 50 Rodgers & Associates, LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 8.16% | 408.3K | $80.1M | +0.29%(+1.20K) | $120.13(+73.46%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 7.02% | 374.4K | $69.0M | -1.43%(-5.44K) | $123.48(+55.46%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 7.02% | 317.4K | $68.9M | -0.54%(-1.72K) | $139.19(+65.26%) | 2026-03-31 | |
| IWP | ISHARES TR | 5.62% | 431.0K | $55.2M | +4.68%(+19.25K) | $96.99(+40.63%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.41% | 124.6K | $53.1M | -0.91%(-1.15K) | $245.37(-49.34%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 5.1% | 1.67M | $50.1M | +0.90%(+14.90K) | $31.08(-3.46%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.69% | 470.8K | $46.1M | +0.63%(+2.96K) | $55.59(+113.75%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 4.3% | 139.7K | $42.2M | +1.19%(+1.65K) | $246.62(+39.15%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 4.11% | 418.3K | $40.4M | -1.26%(-5.33K) | $72.74(+47.28%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 3.12% | 323.9K | $30.6M | -2.98%(-9.94K) | $66.60(+51.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.54% | +38.78% |
| Top 20 Holdings Unweighted | +11.16% | +37.36% |
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