StockDriftsStockDriftsTop 50 Stephen J. Garry & Associates, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 18.19% | 51.8K | $22.6M | -5.35%(-2.92K) | $49.23(+71.27%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 11.35% | 160.1K | $14.1M | +0.62%(+992) | $38.29(+123.78%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 8.28% | 139.8K | $10.3M | +6.66%(+8.73K) | $72.58(+0.91%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.65% | 15.9K | $9.5M | -2.91%(-477) | $442.20(+50.45%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 6.65% | 107.1K | $8.3M | +3.21%(+3.33K) | $75.60(+1.44%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.07% | 32.1K | $6.3M | +11.33%(+3.27K) | $151.01(+36.76%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.56% | 8.7K | $5.7M | -4.61%(-421) | $461.19(+56.94%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 3.75% | 15.4K | $4.7M | -0.18%(-28) | $256.56(+33.20%) | 2026-03-31 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 3.74% | 37.2K | $4.6M | +1.36%(+499) | $95.75(+43.26%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.64% | 6.9K | $4.5M | -6.92%(-515) | $455.13(+59.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.13% | +56.63% |
| Top 20 Holdings Unweighted | +11.95% | +40.29% |
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