StockDriftsStockDriftsTop 50 Sandbox Financial Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.1% | 90.3K | $39.5M | +4.81%(+4.14K) | $51.21(+64.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.66% | 135.4K | $34.4M | -3.56%(-5.00K) | $127.80(+122.36%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.08% | 27.8K | $18.1M | +8.67%(+2.21K) | $518.09(+39.70%) | 2026-03-31 | |
| ACWX | ISHARES TR | 4.31% | 223.9K | $15.3M | +89.98%(+106.05K) | $60.90(+21.44%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.21% | 76.3K | $15.0M | +8.91%(+6.24K) | $154.48(+33.69%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.12% | 70.4K | $14.7M | +0.83%(+580) | $161.11(+69.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.02% | 38.6K | $14.3M | -3.28%(-1.31K) | $263.41(+56.17%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.39% | 178.4K | $12.0M | +8.17%(+13.48K) | $60.84(+20.44%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.16% | 198.2K | $11.2M | +0.27%(+533) | $54.42(+3.82%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.87% | 202.0K | $10.2M | +7.71%(+14.46K) | $50.49(-0.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.36% | +41.84% |
| Top 20 Holdings Unweighted | +10.56% | +35.14% |
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