StockDriftsStockDriftsTop 50 Sage Investment Advisers Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.31% | 29.8K | $18.0M | +1.75%(+514) | $487.39(+36.50%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 5.36% | 80.7K | $7.2M | +3.69%(+2.88K) | $36.10(+137.39%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.59% | 62.1K | $4.8M | +29.81%(+14.27K) | $62.63(+33.18%) | 2026-03-31 | |
| V | VISA INC | 3.56% | 16.1K | $4.8M | -0.89%(-145) | $219.73(+46.56%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.54% | 24.2K | $4.8M | +1.11%(+267) | $112.73(+70.89%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.03% | 55.8K | $4.1M | +12.49%(+6.20K) | $74.18(-1.27%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.92% | 36.3K | $3.9M | +6.91%(+2.35K) | $110.75(-1.90%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.9% | 8.9K | $3.9M | -1.40%(-127) | $174.98(+139.04%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.87% | 49.5K | $3.9M | +4.87%(+2.30K) | $76.52(+1.93%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.75% | 17.5K | $3.7M | -6.25%(-1.17K) | $165.89(+34.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.31% | +20.16% |
| Top 20 Holdings Unweighted | +6.62% | +21.22% |
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