StockDriftsStockDriftsTop 50 Strategic Investment Advisors / MI Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | 11.05% | 267.6K | $160.0M | +17.38%(+39.61K) | $569.36(+20.28%) | 2026-03-31 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | 5.97% | 235.0K | $86.4M | +27.44%(+50.60K) | $80.73(+7.78%) | 2026-03-31 | |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 5.07% | 810.7K | $73.4M | +12.20%(+88.18K) | $88.56(+9.87%) | 2026-03-31 | |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | 4.58% | 1.04M | $66.3M | +2.05%(+20.84K) | $46.90(+50.99%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 4.52% | 149.9K | $65.5M | +20.32%(+25.32K) | $57.36(+49.05%) | 2026-03-31 | |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | 4.35% | 434.4K | $63.0M | +30.89%(+102.52K) | $140.30(+16.91%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | 3.49% | 257.2K | $50.5M | +9.37%(+22.03K) | $143.36(+52.88%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 2.54% | 527.8K | $36.8M | +14.09%(+65.18K) | $58.14(+37.32%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF | 2.51% | 396.4K | $36.3M | +35.73%(+104.36K) | $91.57(-0.14%) | 2026-03-31 | |
| SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | 1.83% | 321.5K | $26.6M | +82.03%(+144.89K) | $82.68(-0.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.58% | +35.23% |
| Top 20 Holdings Unweighted | +9.38% | +30.86% |
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