StockDriftsStockDriftsTop 50 Talisman Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 9.07% | 167.6K | $11.3M | +12.03%(+17.99K) | $58.13(+26.20%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 6.49% | 54.4K | $8.1M | +1.99%(+1.06K) | $108.09(+44.10%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.44% | 15.8K | $6.7M | +1.66%(+259) | $288.35(-56.87%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.42% | 219.5K | $6.7M | +1.84%(+3.97K) | $25.70(+23.41%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.08% | 15.8K | $5.1M | +21.71%(+2.82K) | $256.18(+41.60%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.75% | 177.9K | $4.7M | +26.24%(+36.98K) | $26.43(-0.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.05% | 14.9K | $3.8M | -0.07%(-11) | $160.76(+86.75%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.9% | 20.6K | $3.6M | +0.58%(+118) | $49.28(+357.18%) | 2026-03-31 | |
| HYG | ISHARES TR | 2.76% | 74.2K | $3.4M | +19.13%(+11.92K) | $79.65(-0.23%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.6% | 8.7K | $3.2M | -1.32%(-117) | $294.64(+43.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.09% | +44.64% |
| Top 20 Holdings Unweighted | +13.79% | +47.32% |
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