StockDriftsStockDriftsTop 50 Td Private Client Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.28% | 5.22M | $399.4M | +6.13%(+301.29K) | $61.69(+41.63%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.37% | 3.39M | $307.3M | +8.35%(+261.72K) | $74.73(+29.99%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 5.15% | 5.29M | $248.3M | +6.65%(+329.60K) | $45.95(+1.61%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 4.1% | 303.8K | $197.6M | -1.54%(-4.75K) | $316.27(+134.71%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.88% | 8.17M | $187.2M | +9.32%(+696.32K) | $22.77(-0.32%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.72% | 1.87M | $131.3M | +8.59%(+148.00K) | $60.12(+21.71%) | 2026-03-31 | |
| IGIB | ISHARES TR | 2.6% | 2.36M | $125.4M | +13.62%(+282.38K) | $52.46(+1.19%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.51% | 2.07M | $121.2M | +15.49%(+277.65K) | $58.40(-0.23%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.49% | 583.4K | $120.1M | +12.76%(+66.01K) | $169.90(+33.97%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 2.26% | 267.0K | $108.8M | +4.05%(+10.39K) | $54.60(+51.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.15% | +33.65% |
| Top 20 Holdings Unweighted | +10.16% | +33.68% |
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