StockDriftsStockDriftsTop 50 Stevens Capital Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 16.08% | 153.1K | $66.9M | -8.70%(-14.59K) | $49.01(+78.57%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.61% | 35.7K | $23.3M | -0.48%(-173) | $503.18(+48.21%) | 2026-03-31 | |
| ITOT | ISHARES TR | 4.23% | 123.4K | $17.6M | +8.27%(+9.42K) | $94.23(+71.90%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.11% | 666.1K | $17.1M | +18.98%(+106.24K) | $23.47(+24.29%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.66% | 35.7K | $15.2M | +24.56%(+7.05K) | $357.82(-65.26%) | 2026-03-31 | |
| IUSG | ISHARES TR | 3.36% | 90.0K | $14.0M | +24.07%(+17.47K) | $112.88(+66.11%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 3.15% | 71.1K | $13.1M | +7.48%(+4.95K) | $150.00(+27.97%) | 2026-03-31 | |
| EVTR | MORGAN STANLEY ETF TRUST | 2.88% | 235.9K | $12.0M | -20.70%(-61.57K) | $51.17(-0.84%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.77% | 240.4K | $11.5M | new | $47.86(+0.06%) | 2026-03-31 | |
| TPR | TAPESTRY INC | 2.65% | 78.1K | $11.0M | +0.01%(+9) | $100.52(+32.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.44% | +53.84% |
| Top 20 Holdings Unweighted | +13.73% | +47.10% |
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