StockDriftsStockDriftsTop 50 Sargent Bickham Lagudis Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 8.09% | 1.02M | $98.7M | -1.54%(-15.97K) | — | 2022-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 5.8% | 185.0K | $70.8M | -6.33%(-12.51K) | — | 2022-12-31 | |
| VOO | VANGUARD INDEX FDS | 5.39% | 187.3K | $65.8M | +6.38%(+11.23K) | — | 2022-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.29% | 1.25M | $52.3M | +35.03%(+323.18K) | — | 2022-12-31 | |
| IVV | ISHARES TR | 3.29% | 104.4K | $40.1M | -11.86%(-14.04K) | — | 2022-12-31 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 2.93% | 507.2K | $35.7M | +16.75%(+72.77K) | — | 2022-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.74% | 675.5K | $33.4M | -0.82%(-5.57K) | — | 2022-12-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.53% | 357.6K | $30.8M | -8.63%(-33.77K) | — | 2022-12-31 | |
| ACWI | ISHARES TR | 1.89% | 272.0K | $23.1M | +27.41%(+58.51K) | — | 2022-12-31 | |
| AAPL | APPLE INC | 1.87% | 175.6K | $22.8M | -0.72%(-1.27K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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