StockDriftsStockDriftsTop 50 SWAN Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | 9.79% | 282.7K | $26.6M | -1.69%(-4.86K) | $65.61(+51.75%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 7.64% | 278.0K | $20.8M | -1.47%(-4.16K) | $76.59(-2.71%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 7.26% | 222.5K | $19.7M | +10.98%(+22.02K) | $86.54(+10.15%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 7.02% | 382.4K | $19.1M | +47.00%(+122.26K) | $49.50(+1.83%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 5.74% | 105.3K | $15.6M | +21.64%(+18.74K) | $131.54(+19.54%) | 2026-03-31 | |
| PFF | ISHARES TR | 5.62% | 504.5K | $15.3M | +23.30%(+95.31K) | $31.41(+0.61%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.6% | 70.9K | $15.2M | +19.27%(+11.45K) | $199.66(+15.63%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 5.36% | 84.3K | $14.6M | -9.94%(-9.31K) | $124.53(+32.34%) | 2026-03-31 | |
| VPU | VANGUARD WORLD FD | 5.35% | 73.4K | $14.6M | +18.42%(+11.42K) | $169.15(+15.02%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.94% | 121.2K | $10.7M | +21.46%(+21.41K) | $86.31(+7.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.54% | +46.36% |
| Top 20 Holdings Unweighted | +11.94% | +40.26% |
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