StockDriftsStockDriftsTop 50 United Financial Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE INDEX | 17.96% | 154.9K | $30.4M | -0.17%(-269) | $188.74(+16.12%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED | 16.51% | 435.8K | $27.9M | +4.26%(+17.81K) | $61.28(+15.55%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH INDEX | 16.18% | 62.6K | $27.4M | +7.66%(+4.46K) | $76.54(+11.71%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP | 5.13% | 128.5K | $8.7M | +1.41%(+1.79K) | $63.68(+19.48%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P | 4.33% | 58.9K | $7.3M | +3.89%(+2.21K) | $114.48(+27.95%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI | 4.13% | 100.1K | $7.0M | -0.73%(-738) | $62.97(+26.78%) | 2026-03-31 | |
| VNQ | VANGUARD REAL ESTATE | 3.61% | 68.9K | $6.1M | +11.04%(+6.85K) | $90.06(+8.83%) | 2026-03-31 | |
| BNDX | VANGUARD TOTAL INT BOND | 3.38% | 118.8K | $5.7M | +17.06%(+17.32K) | $49.28(-2.11%) | 2026-03-31 | |
| BSV | VANGUARD SHORT-TERM BOND | 2.58% | 55.7K | $4.4M | +14.97%(+7.25K) | $78.78(-1.31%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP INDEX | 2.22% | 13.1K | $3.8M | -1.68%(-223) | $72.99(+10.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.40% | +4.27% |
| Top 20 Holdings Unweighted | +9.25% | +30.40% |
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