StockDriftsStockDriftsTop 50 Sherman Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 19.67% | 32.7K | $21.4M | -0.05%(-15) | $583.26(+27.86%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 11.26% | 38.1K | $12.2M | +7.38%(+2.62K) | $290.17(+25.69%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 7.84% | 68.6K | $8.5M | -0.51%(-353) | $116.09(+16.53%) | 2026-03-31 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 6.91% | 56.5K | $7.5M | -0.29%(-165) | $114.48(+54.48%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.56% | 17.2K | $5.0M | -19.41%(-4.15K) | $188.85(+113.19%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 3.59% | 52.9K | $3.9M | +21.81%(+9.48K) | $73.59(-0.56%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.23% | 13.8K | $3.5M | +0.24%(+33) | $232.43(+28.59%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 2.54% | 4.8K | $2.8M | -6.05%(-311) | $578.98(+6.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.28% | 6.7K | $2.5M | -8.14%(-594) | $425.90(-4.86%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.21% | 35.6K | $2.4M | +0.00%(+0) | $62.32(+17.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.30% | +34.19% |
| Top 20 Holdings Unweighted | +9.01% | +29.52% |
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