StockDriftsStockDriftsTop 50 Rossby Financial, LCC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVIE | CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF | 5.57% | 360.7K | $26.7M | +16.32%(+50.60K) | $62.78(+33.58%) | 2026-03-31 | |
| CVLC | CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF | 3.7% | 219.2K | $17.7M | +25.96%(+45.17K) | $75.34(+24.65%) | 2026-03-31 | |
| SMMD | ISHARES RUSSELL 2500 ETF | 2.03% | 126.2K | $9.7M | +14.96%(+16.43K) | $68.66(+32.21%) | 2026-03-31 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 1.92% | 164.4K | $9.2M | -20.18%(-41.58K) | $34.71(+97.19%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 1.7% | 46.4K | $8.2M | +29.29%(+10.51K) | $144.39(+34.93%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.59% | 11.6K | $7.6M | +672.92%(+10.09K) | $655.16(+13.68%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 1.56% | 29.2K | $7.5M | +8.06%(+2.18K) | $235.05(+31.30%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 1.55% | 12.3K | $7.4M | +269.16%(+8.97K) | $591.11(+15.86%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 1.49% | 93.1K | $7.2M | +4.50%(+4.01K) | $76.63(-0.25%) | 2026-03-31 | |
| GRNB | VANECK GREEN BOND ETF | 1.32% | 264.7K | $6.3M | -15.65%(-49.10K) | $24.14(-0.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.20% | +41.25% |
| Top 20 Holdings Unweighted | +13.74% | +47.13% |
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