StockDriftsStockDriftsTop 31 SoundView Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 24.04% | 113.0K | $67.5M | -3.34%(-3.90K) | $542.83(+25.71%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 15.84% | 694.6K | $44.5M | -1.19%(-8.37K) | $51.29(+37.70%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 10.48% | 380.5K | $29.4M | new | $77.64(-0.85%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 10.02% | 936.1K | $28.1M | -8.23%(-83.98K) | $30.11(-0.37%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 9.11% | 257.3K | $25.6M | -6.83%(-18.85K) | $99.37(-0.12%) | 2026-03-31 | |
| STIP | ISHARES TR | 8.04% | 218.4K | $22.6M | +3.89%(+8.18K) | $101.42(+2.26%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.26% | 177.4K | $12.0M | +0.26%(+467) | $62.17(+17.62%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.94% | 89.1K | $11.1M | -1.80%(-1.63K) | $116.00(+16.62%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 2.36% | 22.4K | $6.6M | -2.21%(-508) | $263.40(+27.04%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.02% | 62.6K | $5.7M | -2.33%(-1.50K) | $74.25(+30.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.22% | +30.27% |
| Top 20 Holdings Unweighted | +12.69% | +43.11% |
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