StockDriftsStockDriftsTop 50 Rothschild Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 3.02% | 421.8K | $33.4M | +5.04%(+20.26K) | $79.44(-0.82%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.39% | 125.4K | $26.5M | +7.41%(+8.65K) | $200.21(+14.98%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.36% | 41.1K | $26.2M | +2.81%(+1.12K) | $615.63(+20.98%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.98% | 33.5K | $21.9M | +15.14%(+4.41K) | $478.07(+56.55%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.87% | 296.5K | $20.7M | +5.16%(+14.54K) | $58.22(+37.12%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.76% | 335.5K | $19.5M | +9.21%(+28.29K) | $47.73(+40.65%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.63% | 159.0K | $18.0M | +9.14%(+13.32K) | $102.43(+32.19%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 1.58% | 698.5K | $17.5M | -10.19%(-79.21K) | $25.38(+13.75%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.42% | 48.9K | $15.7M | +0.73%(+356) | $269.80(+36.68%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.41% | 157.2K | $15.6M | +15.01%(+20.52K) | $99.08(-0.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.71% | +32.05% |
| Top 20 Holdings Unweighted | +9.33% | +30.68% |
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