StockDriftsStockDriftsTop 50 Thayer Partners LLC Ma Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.81% | 62.6K | $37.4M | +5.09%(+3.03K) | $619.40(+10.57%) | 2026-03-31 | |
| AGG | ISHARES TR | 10.06% | 212.8K | $21.1M | +3.40%(+6.99K) | $100.05(-1.44%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.65% | 316.3K | $20.3M | +4.65%(+14.05K) | $61.29(+15.54%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.55% | 23.8K | $13.8M | +1.67%(+391) | $607.15(+17.37%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.45% | 75.8K | $7.2M | +3.39%(+2.48K) | $96.29(-2.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.83% | 23.5K | $6.0M | +1.92%(+443) | $263.24(+17.24%) | 2026-03-31 | |
| SHY | ISHARES TR | 2.78% | 70.6K | $5.8M | +2.87%(+1.97K) | $82.88(-1.14%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.66% | 98.4K | $5.6M | +6.13%(+5.69K) | $57.16(-0.78%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.39% | 92.8K | $5.0M | +6.21%(+5.43K) | $53.97(+9.40%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.25% | 19.4K | $4.7M | -0.08%(-15) | $196.18(+34.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.93% | -24.47% |
| Top 20 Holdings Unweighted | -10.05% | -27.21% |
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