StockDriftsStockDriftsTop 50 TrueWealth Financial Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 18.9% | 79.4K | $47.4M | +12146.30%(+78.71K) | $509.46(+34.42%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 8.2% | 94.7K | $20.6M | +14515.28%(+94.06K) | $175.71(+38.42%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.32% | 286.4K | $18.4M | new | $56.27(+25.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.1% | 41.3K | $15.3M | +9027.15%(+40.89K) | $426.04(-8.34%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.1% | 261.4K | $15.3M | new | $58.67(-1.00%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 5.86% | 85.0K | $14.7M | new | $79.51(+89.22%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.73% | 265.9K | $14.4M | new | $46.26(+27.63%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.61% | 191.3K | $14.1M | new | $73.57(-0.63%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 4.06% | 114.8K | $10.2M | +17614.20%(+114.14K) | $99.48(-1.47%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 3.98% | 36.6K | $10.0M | new | $259.58(+18.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.53% | +24.33% |
| Top 20 Holdings Unweighted | +8.41% | +27.40% |
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