StockDriftsStockDriftsTop 50 Shrier Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 8.25% | 224.2K | $22.6M | +10.35%(+21.02K) | $100.54(-0.11%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.14% | 185.7K | $16.8M | +10.90%(+18.26K) | $88.53(+7.79%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.07% | 307.3K | $16.6M | +5.85%(+16.98K) | $53.97(+9.99%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.45% | 27.9K | $12.2M | +9.24%(+2.35K) | $80.32(+4.97%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.82% | 53.3K | $10.5M | +12.16%(+5.78K) | $189.27(+9.12%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.06% | 19.4K | $8.4M | -22.23%(-5.55K) | $375.89(+11.27%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3% | 38.2K | $8.2M | +7.25%(+2.58K) | $217.76(+5.11%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.52% | 55.4K | $6.9M | +8.74%(+4.46K) | $119.73(+15.36%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 2.2% | 41.2K | $6.0M | +13.93%(+5.04K) | $139.97(+6.09%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.01% | 18.7K | $5.5M | -11.56%(-2.44K) | $318.82(-2.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.45% | +7.53% |
| Top 20 Holdings Unweighted | +3.66% | +11.40% |
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