StockDriftsStockDriftsTop 50 Stone Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 11.86% | 134.9K | $13.2M | +6.24%(+7.92K) | $105.42(+11.18%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.68% | 14.3K | $8.6M | +3.28%(+455) | $619.52(+10.54%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.91% | 10.1K | $6.6M | -1.51%(-155) | $674.05(+10.49%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.16% | 57.8K | $5.7M | +14.06%(+7.13K) | $100.00(-1.39%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 4.63% | 51.2K | $5.2M | +0.56%(+283) | $100.51(+0.03%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.62% | 26.2K | $5.1M | -1.17%(-310) | $188.74(+16.12%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.88% | 11.8K | $4.3M | +5.00%(+560) | $81.35(+6.95%) | 2026-03-31 | |
| IJT | ISHARES TR | 3.41% | 26.2K | $3.8M | +0.57%(+149) | $141.34(+24.45%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.12% | 54.3K | $3.5M | +30.74%(+12.76K) | $61.68(+14.79%) | 2026-03-31 | |
| IWP | ISHARES TR | 3% | 26.0K | $3.3M | +7.48%(+1.81K) | $139.18(+2.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -14.69% | -37.92% |
| Top 20 Holdings Unweighted | -13.17% | -34.53% |
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