StockDriftsStockDriftsTop 50 Safe Harbor Family Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 24.07% | 95.9K | $30.8M | +16.10%(+13.30K) | $331.21(+11.34%) | 2026-03-31 | |
| SUB | ISHARES TR | 19.27% | 231.3K | $24.6M | +0.21%(+475) | $106.74(-0.41%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 11.85% | 195.8K | $15.2M | +21.11%(+34.13K) | $78.06(-1.54%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.19% | 62.1K | $9.2M | +15.01%(+8.10K) | $142.70(+11.76%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 6.41% | 74.7K | $8.2M | +16.52%(+10.60K) | $120.36(+3.64%) | 2026-03-31 | |
| ENFR | ALPS ETF TR | 4.45% | 149.0K | $5.7M | +66.01%(+59.23K) | $33.09(+14.88%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 3.22% | 54.5K | $4.1M | +77.04%(+23.70K) | $75.53(-0.01%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.17% | 43.0K | $4.1M | +7.86%(+3.13K) | $87.69(+13.21%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 3.17% | 145.3K | $4.0M | +15.22%(+19.20K) | $26.86(+16.43%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 1.4% | 2.6K | $1.8M | +23.83%(+492) | $93.19(+23.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.28% | -17.67% |
| Top 20 Holdings Unweighted | -6.32% | -17.79% |
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