StockDriftsStockDriftsTop 50 Shepherd Kaplan Krochuk Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 9.19% | 34.1K | $10.9M | +12.61%(+3.82K) | $291.61(+24.39%) | 2026-03-31 | |
| ANGL | VANECK ETF TRUST | 6.85% | 283.8K | $8.2M | -4.85%(-14.47K) | $28.91(-0.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.49% | 30.4K | $7.7M | +0.08%(+24) | $90.86(+230.43%) | 2026-03-31 | |
| USMV | ISHARES TR | 6.04% | 77.4K | $7.2M | -2.09%(-1.65K) | $83.54(+13.36%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.35% | 169.8K | $5.2M | -2.35%(-4.09K) | $19.57(+66.37%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.8% | 73.7K | $4.5M | -2.21%(-1.67K) | $31.38(+116.90%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 3.49% | 215.0K | $4.1M | +5.12%(+10.47K) | $7.66(+162.93%) | 2026-03-31 | |
| MTUM | ISHARES TR | 3.3% | 16.4K | $3.9M | -1.95%(-325) | $161.15(+85.08%) | 2026-03-31 | |
| ACWI | ISHARES TR | 3.15% | 27.1K | $3.8M | -0.73%(-199) | $97.09(+58.69%) | 2026-03-31 | |
| ZROZ | PIMCO ETF TR | 3.02% | 56.1K | $3.6M | -2.63%(-1.52K) | $71.82(-16.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.44% | +17.22% |
| Top 20 Holdings Unweighted | +4.84% | +15.24% |
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