StockDriftsStockDriftsTop 31 Roth Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 22.89% | 740.7K | $67.1M | -0.33%(-2.44K) | $66.69(+45.65%) | 2026-03-31 | |
| IVV | ISHARES TR | 21.78% | 97.6K | $63.8M | +4.12%(+3.86K) | $417.06(+78.81%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 11.16% | 50.4K | $32.7M | -5.08%(-2.70K) | $365.34(+103.18%) | 2026-03-31 | |
| IJR | ISHARES TR | 8.23% | 194.1K | $24.1M | -2.10%(-4.16K) | $87.99(+53.75%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.19% | 109.8K | $21.1M | -3.58%(-4.08K) | $142.16(+42.74%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.76% | 283.2K | $16.9M | -2.59%(-7.54K) | $58.48(+0.85%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.89% | 24.0K | $14.3M | -23.41%(-7.33K) | $394.69(+72.90%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.95% | 232.0K | $11.6M | -2.20%(-5.23K) | $49.79(+0.63%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED INTL FD | 3.37% | 154.8K | $9.9M | -10.98%(-19.09K) | $45.79(+54.23%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.32% | 139.7K | $9.7M | +0.55%(+762) | $52.40(+56.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.39% | +41.97% |
| Top 20 Holdings Unweighted | +15.25% | +53.07% |
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