StockDriftsStockDriftsTop 50 Smith, Moore & Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 5.2% | 109.5K | $71.5M | +1.26%(+1.36K) | $274.76(+171.42%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 4.41% | 189.1K | $60.7M | +0.39%(+740) | $125.32(+191.02%) | 2026-03-31 | |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | 3.23% | 896.7K | $44.4M | +12.11%(+96.89K) | $647.52(-92.37%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 3.05% | 198.9K | $42.0M | -0.59%(-1.19K) | $111.72(+101.08%) | 2026-03-31 | |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 2.76% | 61.5K | $37.9M | +2.72%(+1.63K) | $231.71(+188.04%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.63% | 142.7K | $36.2M | -1.61%(-2.33K) | $62.82(+375.79%) | 2026-03-31 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2.26% | 72.8K | $31.0M | -1.89%(-1.40K) | $270.44(-54.03%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.19% | 46.3K | $30.1M | +2.34%(+1.06K) | $315.73(+135.11%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 1.96% | 216.6K | $26.9M | +1.33%(+2.84K) | $86.69(+56.05%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 1.39% | 88.7K | $19.1M | +0.82%(+722) | $140.50(+62.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.57% | +31.56% |
| Top 20 Holdings Unweighted | +9.66% | +31.89% |
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