StockDriftsStockDriftsTop 50 Sherman Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 10.18% | 32.3K | $11.9M | -0.78%(-252) | $81.52(+4.48%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 10.02% | 54.2K | $11.7M | +4.98%(+2.57K) | $217.77(+5.10%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 6.61% | 52.0K | $7.7M | -2.88%(-1.54K) | $142.24(+9.91%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 6.21% | 158.5K | $7.2M | +12.04%(+17.03K) | $43.75(+12.42%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.1% | 117.4K | $5.9M | +16.85%(+16.93K) | $50.65(-0.38%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.64% | 78.8K | $4.2M | +29.95%(+18.15K) | $54.07(-1.24%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.41% | 20.7K | $4.0M | -7.98%(-1.79K) | $196.56(+5.57%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.73% | 49.6K | $3.2M | +3.09%(+1.49K) | $61.26(+12.61%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 2.66% | 26.6K | $3.1M | +61.56%(+10.13K) | $114.94(+1.43%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.47% | 31.1K | $2.9M | +2.11%(+642) | $94.63(-0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.33% | +0.99% |
| Top 20 Holdings Unweighted | +0.60% | +1.81% |
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