StockDriftsStockDriftsTop 50 Three Bearings Fiduciary Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DON | WISDOMTREE TR | 14.4% | 283.3K | $14.9M | +0.28%(+780) | $51.95(+9.24%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 8.86% | 61.9K | $9.2M | -0.39%(-244) | $142.24(+12.12%) | 2026-03-31 | |
| IWP | ISHARES TR | 7.04% | 56.8K | $7.3M | +4.03%(+2.20K) | $139.40(+2.56%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.55% | 13.1K | $5.7M | +0.00%(+0) | $80.62(+6.05%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 4.96% | 57.8K | $5.1M | +1.36%(+775) | $89.94(+8.99%) | 2026-03-31 | |
| ISCG | ISHARES TR | 4.57% | 86.1K | $4.7M | +1.40%(+1.19K) | $54.89(+17.66%) | 2026-03-31 | |
| DES | WISDOMTREE TR | 4.47% | 128.6K | $4.6M | +0.47%(+604) | $33.57(+20.11%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.75% | 10.5K | $3.9M | +0.28%(+29) | $81.51(+6.75%) | 2026-03-31 | |
| IQLT | ISHARES TR | 2.67% | 59.7K | $2.8M | -0.46%(-276) | $44.82(+10.66%) | 2026-03-31 | |
| EFAV | ISHARES TR | 2.67% | 30.2K | $2.8M | -2.31%(-713) | $85.54(+4.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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