StockDriftsStockDriftsTop 50 Rogco, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 19.81% | 90.8K | $59.3M | -0.67%(-609) | $457.38(+63.04%) | 2026-03-31 | |
| IEFA | iShares Core MSCI EAFE ETF | 7.16% | 236.9K | $21.4M | +0.13%(+304) | $73.51(+32.15%) | 2026-03-31 | |
| BND | Vanguard Total Bond Market ETF | 6.78% | 275.6K | $20.3M | +10.86%(+27.00K) | $71.87(+1.82%) | 2026-03-31 | |
| VGSH | Vanguard Short-Term Treasury ETF | 5.47% | 279.9K | $16.4M | +10.12%(+25.72K) | $58.06(+0.37%) | 2026-03-31 | |
| SPSB | State Street SPDR S/t Corp Bd ETF | 4.85% | 482.7K | $14.5M | +8.92%(+39.55K) | $29.64(+1.23%) | 2026-03-31 | |
| IAU | iShares Gold Trust | 4.36% | 148.0K | $13.0M | -30.20%(-64.04K) | $36.65(+140.64%) | 2026-03-31 | |
| VGIT | Vanguard Intmdt-Term Trs ETF | 3.95% | 198.7K | $11.8M | +12.07%(+21.40K) | $58.85(+0.22%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 3.19% | 137.1K | $9.6M | +0.17%(+227) | $52.44(+56.45%) | 2026-03-31 | |
| SMMD | iShares Russell 2500 ETF | 2.83% | 111.1K | $8.5M | new | $75.65(+13.91%) | 2026-03-31 | |
| PREF | Principal Spectrum Pref Secs Actv ETF | 2.5% | 398.1K | $7.5M | +2.82%(+10.92K) | $17.38(+9.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.90% | +47.75% |
| Top 20 Holdings Unweighted | +14.38% | +49.66% |
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