StockDriftsStockDriftsTop 40 Tepp RIA, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.31% | 35.8K | $23.4M | +4.04%(+1.39K) | $591.75(+26.02%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 14.4% | 124.1K | $18.4M | +13.97%(+15.22K) | $130.61(+19.17%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 13.17% | 29.1K | $16.8M | +11.87%(+3.09K) | $515.43(+38.66%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 7.64% | 22.7K | $9.8M | +6.36%(+1.36K) | $278.41(+54.63%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 7.39% | 253.8K | $9.4M | new | $36.89(+8.40%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.24% | 95.9K | $6.7M | new | $67.72(+21.16%) | 2026-03-31 | |
| IGF | ISHARES TR | 4.76% | 90.7K | $6.1M | -7.47%(-7.32K) | $60.44(+11.00%) | 2026-03-31 | |
| PICK | ISHARES INC | 2.62% | 59.1K | $3.3M | new | $53.97(+25.06%) | 2026-03-31 | |
| EWJ | ISHARES INC | 2.6% | 39.3K | $3.3M | new | $81.53(+14.18%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.57% | 5.0K | $3.3M | +462.39%(+4.14K) | $650.94(+14.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.98% | +33.01% |
| Top 20 Holdings Unweighted | +9.49% | +31.26% |
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