StockDriftsStockDriftsTop 50 TSG Advice Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.26% | 114.6K | $68.5M | -70.99%(-280.44K) | $619.76(+10.11%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 9.99% | 905.6K | $66.7M | +27.77%(+196.84K) | $74.14(-1.30%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.12% | 1.63M | $47.5M | new | $30.87(+11.16%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.07% | 62.3K | $40.5M | -44.82%(-50.60K) | $674.05(+10.13%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 5.67% | 828.7K | $37.8M | new | $45.01(+11.68%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.56% | 485.2K | $37.1M | +7441.19%(+478.77K) | $78.39(+11.45%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.73% | 228.0K | $31.5M | +4853.53%(+223.41K) | $139.68(+11.25%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.63% | 1.01M | $30.9M | new | $30.06(+9.27%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.55% | 562.2K | $30.4M | new | $53.90(+11.20%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 4.34% | 599.8K | $29.0M | +4230.18%(+585.92K) | $47.57(+10.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.26% | -39.16% |
| Top 20 Holdings Unweighted | -24.56% | -57.06% |
Sign up free to track TSG Advice Partners, LLC, compare funds side by side, and get alerts the moment positions change.