StockDriftsStockDriftsTop 50 Sherman Porfolios, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | 17.63% | 1.94M | $229.8M | new | $116.08(+16.68%) | 2026-03-31 | |
| IWM | ISHARES TR | 17.51% | 920.7K | $228.3M | +10822.62%(+912.24K) | $247.05(+20.45%) | 2026-03-31 | |
| IJK | ISHARES TR | 17.41% | 2.26M | $227.0M | new | $98.75(+16.59%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 7.22% | 218.8K | $94.1M | +225.95%(+151.64K) | $361.72(+4.54%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.02% | 509.4K | $39.3M | +15.00%(+66.44K) | $77.93(-1.92%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.8% | 596.9K | $36.6M | +316.65%(+453.67K) | $50.90(+4.57%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.69% | 1.37M | $35.0M | +14.86%(+176.73K) | $26.55(+10.72%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.52% | 445.4K | $32.8M | +186.20%(+289.80K) | $73.76(-0.88%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.25% | 1.19M | $29.4M | +9.77%(+105.67K) | $23.70(+15.92%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.61% | 32.2K | $21.0M | -41.89%(-23.24K) | $643.50(+15.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.51% | +10.91% |
| Top 20 Holdings Unweighted | +9.26% | +30.42% |
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