StockDriftsStockDriftsTop 50 Steph & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAVA | JPMorgan Active Value ETF | 18.72% | 914.4K | $65.6M | +11.20%(+92.07K) | $60.90(+24.87%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 Index ETF | 14.63% | 85.8K | $51.3M | +13.25%(+10.04K) | $348.10(+91.12%) | 2026-03-31 | |
| JGRO | JPMorgan Active Growth ETF | 12.49% | 517.9K | $43.8M | +3.97%(+19.76K) | $67.92(+39.32%) | 2026-03-31 | |
| FENI | Fidelity Enhanced International | 3.4% | 320.8K | $11.9M | +6.78%(+20.38K) | $35.99(+8.72%) | 2026-03-31 | |
| IWR | iShares Russell Midcap Index ETF | 3.1% | 111.8K | $10.9M | -15.00%(-19.73K) | $62.85(+67.16%) | 2026-03-31 | |
| FBND | Fidelity Total Bond ETF | 3.06% | 235.2K | $10.7M | -13.03%(-35.23K) | $46.71(-2.48%) | 2026-03-31 | |
| BOND | PIMCO Total Return Active ETF | 3.02% | 114.8K | $10.6M | -14.38%(-19.28K) | $94.63(-2.95%) | 2026-03-31 | |
| MGC | Vanguard MEGA Cap ETF | 2.98% | 44.2K | $10.4M | +14.99%(+5.76K) | $171.33(+54.61%) | 2026-03-31 | |
| GUNR | Global Upstream Natural Resources ETF | 2.98% | 189.1K | $10.4M | -9.15%(-19.04K) | $41.03(+34.15%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market ETF | 2.31% | 25.2K | $8.1M | +8.21%(+1.91K) | $182.04(+96.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.60% | +39.00% |
| Top 20 Holdings Unweighted | +9.25% | +30.41% |
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