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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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