StockDriftsStockDriftsTop 50 Stephens Consulting, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 22.1% | 105.8K | $66.3M | +0.84%(+881) | $413.61(+55.57%) | 2025-12-31 | |
| BND | VANGUARD BD INDEX FDS | 10.05% | 407.1K | $30.2M | +1.72%(+6.89K) | $74.09(-0.28%) | 2025-12-31 | |
| FENI | FIDELITY COVINGTON TRUST | 9.13% | 748.8K | $27.4M | +1.16%(+8.59K) | $33.78(+17.36%) | 2025-12-31 | |
| VO | VANGUARD INDEX FDS | 8.56% | 88.5K | $25.7M | +0.88%(+773) | $224.90(+34.24%) | 2025-12-31 | |
| VTV | VANGUARD INDEX FDS | 7.35% | 115.5K | $22.1M | +0.01%(+13) | $143.49(+40.81%) | 2025-12-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 6.27% | 372.9K | $18.8M | +0.70%(+2.58K) | $50.45(-0.16%) | 2025-12-31 | |
| VB | VANGUARD INDEX FDS | 6.1% | 71.0K | $18.3M | +569.11%(+60.42K) | $249.70(+11.45%) | 2025-12-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.93% | 145.1K | $14.8M | -0.96%(-1.41K) | $76.15(+51.20%) | 2025-12-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3% | 17.9K | $9.0M | -0.99%(-179) | $313.86(+51.05%) | 2025-12-31 | |
| RJF | RAYMOND JAMES FINL INC | 2.15% | 40.3K | $6.5M | -19.46%(-9.73K) | $137.51(+13.28%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.78% | +43.46% |
| Top 20 Holdings Unweighted | +13.33% | +45.56% |
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