StockDriftsStockDriftsTop 50 Sightline Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 11.57% | 371.2K | $27.3M | +3.54%(+12.69K) | $72.82(+0.57%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.73% | 107.5K | $20.6M | -3.62%(-4.03K) | $126.88(+60.18%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 8.2% | 98.8K | $19.4M | -4.42%(-4.57K) | $151.85(+36.01%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.87% | 560.3K | $13.9M | -0.32%(-1.82K) | $17.34(+53.70%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 4.83% | 392.7K | $11.4M | +3.86%(+14.60K) | $21.38(+55.07%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.46% | 24.1K | $10.5M | +9.82%(+2.15K) | $53.09(+58.80%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 4.35% | 332.2K | $10.3M | -2.54%(-8.67K) | $21.19(+62.51%) | 2026-03-31 | |
| SCHJ | SCHWAB STRATEGIC TR | 3.91% | 373.5K | $9.2M | +49.30%(+123.35K) | $24.82(-0.72%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.82% | 295.8K | $9.0M | +109.10%(+154.33K) | $29.68(+9.67%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.79% | 87.8K | $6.6M | +40.11%(+25.14K) | $64.59(+25.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.27% | +34.08% |
| Top 20 Holdings Unweighted | +10.79% | +35.98% |
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