StockDriftsStockDriftsTop 50 Sincerus Advisory, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 15.13% | 30.7K | $20.0M | +0.25%(+76) | $581.31(+24.51%) | 2026-03-31 | |
| EFA | ISHARES TR | 7.49% | 101.7K | $9.9M | +2.51%(+2.49K) | $82.33(+23.95%) | 2026-03-31 | |
| IWR | ISHARES TR | 5.88% | 79.9K | $7.8M | +3.96%(+3.04K) | $89.42(+17.49%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.22% | 52.4K | $5.6M | +22.90%(+9.77K) | $106.90(-0.12%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.68% | 48.9K | $4.9M | +27.14%(+10.43K) | $99.27(-0.51%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.48% | 21.3K | $4.6M | +3.23%(+667) | $199.45(+14.76%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.33% | 68.7K | $4.4M | +3.65%(+2.42K) | $51.04(+35.16%) | 2026-03-31 | |
| IWM | ISHARES TR | 3.1% | 16.5K | $4.1M | -1.67%(-280) | $220.90(+27.92%) | 2026-03-31 | |
| DOCN | DIGITALOCEAN HLDGS INC | 2.67% | 41.1K | $3.5M | +0.00%(+0) | $37.23(+310.34%) | 2026-03-31 | |
| ESGD | ISHARES TR | 2.6% | 35.9K | $3.4M | +6.32%(+2.14K) | $82.08(+22.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.31% | +20.16% |
| Top 20 Holdings Unweighted | +6.96% | +22.36% |
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