StockDriftsStockDriftsTop 44 Tl Private Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 19.33% | 106.2K | $49.0M | -2.27%(-2.47K) | $34.70(+142.95%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 18.15% | 228.5K | $46.0M | -2.83%(-6.66K) | $122.20(+69.01%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 14.25% | 121.7K | $36.1M | -2.68%(-3.36K) | $46.44(+67.30%) | 2026-03-31 | |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 9.56% | 538.4K | $24.2M | +0.67%(+3.60K) | $46.92(-3.83%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 8.34% | 266.9K | $21.1M | -1.51%(-4.10K) | $53.52(+51.83%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.7% | 214.5K | $17.0M | +0.87%(+1.84K) | $78.18(+1.00%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 6.65% | 337.1K | $16.9M | +1.29%(+4.31K) | $50.93(-2.12%) | 2026-03-31 | |
| HYDB | ISHARES TR | 4.19% | 226.9K | $10.6M | +3.22%(+7.09K) | $46.74(+0.12%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.82% | 10.5K | $7.1M | +0.04%(+4) | $324.07(+123.34%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 2.34% | 40.2K | $5.9M | -0.28%(-114) | $106.95(+38.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.57% | +35.18% |
| Top 20 Holdings Unweighted | +10.59% | +35.26% |
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