StockDriftsStockDriftsTop 50 Towerpoint Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 12.14% | 153.3K | $30.1M | -4.83%(-7.78K) | $111.87(+84.61%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 11.01% | 62.4K | $27.3M | -0.15%(-95) | $31.72(+165.77%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.61% | 255.7K | $16.4M | -0.84%(-2.18K) | $44.20(+56.06%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.46% | 55.8K | $16.0M | +1.16%(+640) | $60.03(+29.43%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 6.05% | 181.0K | $15.0M | +4.22%(+7.33K) | $85.58(-3.58%) | 2026-03-31 | |
| TAGG | T ROWE PRICE ETF INC | 5.28% | 306.9K | $13.1M | +5.39%(+15.71K) | $42.72(-0.56%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 3.57% | 29.2K | $8.8M | -0.04%(-11) | $119.59(+185.77%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.26% | 37.1K | $8.1M | -1.31%(-492) | $143.13(+62.18%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 2.77% | 146.0K | $6.9M | +1.62%(+2.33K) | $35.59(+33.44%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.48% | 28.7K | $6.1M | -1.08%(-313) | $111.53(+108.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.49% | +38.58% |
| Top 20 Holdings Unweighted | +12.95% | +44.09% |
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