StockDriftsStockDriftsTop 50 Roehl & Yi Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MINT | PIMCO ETF TR | 8.33% | 220.6K | $22.2M | -1.55%(-3.47K) | $100.51(+0.05%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 5.31% | 187.1K | $14.2M | -6.04%(-12.03K) | $75.52(+0.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.26% | 295.6K | $14.0M | +21.39%(+52.09K) | $263.17(+14.08%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.72% | 200.8K | $12.6M | +37.95%(+55.25K) | $617.71(+9.99%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 4.26% | 132.5K | $11.3M | -0.71%(-947) | $76.97(+11.10%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.97% | 90.8K | $10.6M | -0.40%(-368) | $493.90(-2.27%) | 2026-03-31 | |
| GUNR | FLEXSHARES TR | 3.08% | 148.9K | $8.2M | +7.49%(+10.37K) | $45.21(+20.57%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 3.04% | 104.5K | $8.1M | +20.29%(+17.62K) | $78.28(-1.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.02% | 65.1K | $5.4M | +1.95%(+1.25K) | $499.37(-15.51%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.89% | 40.6K | $5.0M | -1.26%(-516) | $119.51(+12.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.66% | -13.33% |
| Top 20 Holdings Unweighted | -3.95% | -11.40% |
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