StockDriftsStockDriftsTop 50 Roof Eidam Maycock Peralta, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 10.66% | 725.1K | $46.5M | +3.37%(+23.64K) | $44.21(+59.59%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.68% | 575.8K | $29.1M | +3.01%(+16.82K) | $50.52(-0.01%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 5.08% | 360.9K | $22.1M | +1.91%(+6.75K) | $42.17(+62.37%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.91% | 99.6K | $21.4M | +1.93%(+1.89K) | $106.40(+116.98%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.53% | 75.4K | $19.8M | +0.40%(+303) | $148.77(+92.92%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.37% | 43.6K | $19.0M | +1.75%(+748) | $36.39(+143.16%) | 2026-03-31 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 3.77% | 347.8K | $16.5M | +2.70%(+9.16K) | $46.14(+2.07%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.45% | 23.1K | $15.1M | +3.11%(+695) | $427.03(+76.00%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.41% | 51.8K | $14.9M | +4.56%(+2.26K) | $42.47(+82.54%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 3.39% | 147.2K | $14.8M | -10.01%(-16.37K) | $100.06(+0.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.00% | +36.76% |
| Top 20 Holdings Unweighted | +12.16% | +41.09% |
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