StockDriftsStockDriftsTop 50 Trajan Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 8.18% | 338.9K | $202.5M | -2.13%(-7.38K) | $459.24(+49.75%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.26% | 1.31M | $130.2M | +2.68%(+34.18K) | $98.53(+0.11%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.2% | 447.8K | $128.8M | -11.77%(-59.75K) | $150.80(+165.96%) | 2026-03-31 | |
| BND | VANGUARD BD | 4.63% | 1.56M | $114.6M | +9.42%(+134.03K) | $73.49(-0.45%) | 2026-03-31 | |
| LQD | ISHARES TR | 4.45% | 101.1K | $110.1M | +1.75%(+1.74K) | $109.60(-0.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.13% | 276.5K | $102.4M | +4.19%(+11.12K) | $412.51(-0.75%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.5% | 256.4K | $86.6M | -16.89%(-52.12K) | $151.21(+176.25%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.06% | 132.5K | $75.8M | +5.56%(+6.97K) | $485.33(+27.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.68% | 261.1K | $66.3M | -2.93%(-7.88K) | $197.79(+50.77%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.64% | 314.1K | $65.4M | +51.09%(+106.20K) | $189.37(+41.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.40% | +49.71% |
| Top 20 Holdings Unweighted | +12.91% | +43.95% |
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