StockDriftsStockDriftsTop 50 Stage Harbor Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFLV | DIMENSIONAL ETF TRUST | 15.8% | 667.2K | $23.8M | +5.46%(+34.55K) | $28.78(+33.01%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 13.4% | 46.3K | $20.2M | +3.86%(+1.72K) | $53.24(+64.37%) | 2026-03-31 | |
| MUB | ISHARES TR | 10.61% | 150.8K | $16.0M | +0.01%(+11) | $105.48(+1.10%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.57% | 92.6K | $6.9M | -0.17%(-157) | $51.00(+54.00%) | 2026-03-31 | |
| ACWX | ISHARES TR | 4% | 88.0K | $6.0M | -0.09%(-79) | $49.51(+52.41%) | 2026-03-31 | |
| NBSM | NEUBERGER BERMAN ETF TRUST | 3.97% | 237.4K | $6.0M | +6.80%(+15.11K) | $25.28(+4.06%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.8% | 114.9K | $5.7M | -0.51%(-592) | $49.57(+1.06%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.67% | 13.0K | $5.5M | +0.29%(+38) | $286.15(-56.56%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.58% | 20.6K | $5.4M | -2.76%(-584) | $205.49(+39.02%) | 2026-03-31 | |
| EVTR | MORGAN STANLEY ETF TRUST | 3.38% | 100.4K | $5.1M | +42.79%(+30.09K) | $50.99(-0.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.62% | +31.72% |
| Top 20 Holdings Unweighted | +11.11% | +37.16% |
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