StockDriftsStockDriftsTop 14 Somnio Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.4% | 59.2K | $38.7M | +1.23%(+719) | $541.38(+34.28%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 19.51% | 395.4K | $29.7M | -0.23%(-910) | $59.02(+37.68%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 9.15% | 48.5K | $13.9M | +2.38%(+1.12K) | $62.40(+24.51%) | 2026-03-31 | |
| AGG | ISHARES TR | 8.79% | 134.8K | $13.4M | +2.39%(+3.15K) | $97.95(+0.84%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 8.23% | 141.2K | $12.5M | +3.01%(+4.12K) | $86.21(+11.07%) | 2026-03-31 | |
| IJR | ISHARES TR | 7.55% | 92.5K | $11.5M | +1.17%(+1.07K) | $109.06(+26.64%) | 2026-03-31 | |
| JNK | SPDR SERIES TRUST | 6.43% | 102.2K | $9.8M | +3.58%(+3.54K) | $95.24(+1.03%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.77% | 182.8K | $8.8M | +3.52%(+6.22K) | $48.99(-2.25%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.99% | 57.2K | $6.1M | +1.59%(+895) | $106.99(-0.20%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.16% | 61.4K | $4.8M | +1.48%(+896) | $77.08(+1.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.46% | +20.67% |
| Top 20 Holdings Unweighted | +4.16% | +12.99% |
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