StockDriftsStockDriftsTop 24 Swm Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 39.94% | 129.1K | $42K | — | — | — | 2022-09-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 14.43% | 421.2K | $15K | — | — | — | 2022-09-30 |
| VXF | VANGUARD INDEX FDS | 12.06% | 100.7K | $13K | — | — | — | 2022-09-30 |
| FLOT | ISHARES TR | 6.68% | 141.1K | $7K | — | — | — | 2022-09-30 |
| ICSH | ISHARES TR | 6.27% | 133.1K | $7K | — | — | — | 2022-09-30 |
| BSV | VANGUARD BD INDEX FDS | 6.04% | 85.7K | $6K | — | — | — | 2022-09-30 |
| BIV | VANGUARD BD INDEX FDS | 5.4% | 78.0K | $6K | — | — | — | 2022-09-30 |
| EMXC | ISHARES INC | 4.24% | 101.6K | $4K | — | — | — | 2022-09-30 |
| TSLA | TESLA INC | 0.93% | 3.7K | $990 | — | — | — | 2022-09-30 |
| AAPL | APPLE INC | 0.55% | 4.3K | $588 | — | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Swm Advisors reports $106.14K in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are VOO (39.9%), VEA (14.4%) and VXF (12.1%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Swm Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1874081). View Swm Advisors’s 13F filings on SEC