StockDriftsStockDriftsTop 50 Smith Partners Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 9.3% | 23.8K | $10.4M | +4.77%(+1.08K) | $80.46(+6.26%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.6% | 14.2K | $8.5M | +22.10%(+2.57K) | $618.41(+10.74%) | 2026-03-31 | |
| IEFA | ISHARES TR | 7.58% | 93.5K | $8.5M | +14.67%(+11.96K) | $88.59(+9.83%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.8% | 26.5K | $7.6M | -0.16%(-42) | $72.99(+10.30%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.75% | 20.2K | $5.3M | -5.92%(-1.27K) | $256.12(+17.27%) | 2026-03-31 | |
| SGOV | ISHARES TR | 4.66% | 51.6K | $5.2M | -13.69%(-8.19K) | $100.54(-0.10%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 3.81% | 81.5K | $4.3M | +94.29%(+39.55K) | $52.32(+0.30%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.73% | 19.4K | $4.2M | -8.26%(-1.75K) | $217.78(+9.57%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.43% | 43.2K | $3.8M | -9.24%(-4.40K) | $90.51(+4.91%) | 2026-03-31 | |
| AAPL | APPLE INC | 3% | 13.2K | $3.3M | -1.82%(-244) | $263.24(+17.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.73% | -23.98% |
| Top 20 Holdings Unweighted | -5.67% | -16.08% |
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