StockDriftsStockDriftsTop 50 Southern Wealth Management, Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | 10.39% | 400.3K | $26.8M | +1.54%(+6.05K) | — | 2023-03-31 | |
| SCHC | SCHWAB INTL SMALL CAP ETF | 8.86% | 677.3K | $22.8M | +0.32%(+2.15K) | — | 2023-03-31 | |
| VUG | VANGUARD GROWTH ETF | 8.12% | 83.8K | $20.9M | +0.07%(+59) | — | 2023-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 6.65% | 350.9K | $17.1M | -0.27%(-937) | — | 2023-03-31 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 6.61% | 69.7K | $17.0M | -3.26%(-2.35K) | — | 2023-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 5.39% | 36.9K | $13.9M | +1.91%(+693) | — | 2023-03-31 | |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 4.73% | 223.5K | $12.2M | -0.90%(-2.03K) | — | 2023-03-31 | |
| VOE | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | 3.99% | 76.6K | $10.3M | -0.36%(-274) | — | 2023-03-31 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 2.84% | 52.1K | $7.3M | +2.71%(+1.38K) | — | 2023-03-31 | |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 2.27% | 148.0K | $5.8M | +0.77%(+1.12K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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