StockDriftsStockDriftsTop 50 Valmark Advisers, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.25% | 12.15M | $778.6M | +1.85%(+220.27K) | $43.89(+60.93%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 6.05% | 9.00M | $509.0M | +2.93%(+255.91K) | $34.79(+72.96%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 5.68% | 4.88M | $478.2M | +4.79%(+223.14K) | $45.49(+161.21%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 5.08% | 7.22M | $427.3M | +2.46%(+173.55K) | $37.41(+71.40%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.2% | 7.07M | $353.3M | +5.33%(+357.68K) | $49.02(+2.94%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.56% | 501.7K | $299.8M | -13.43%(-77.83K) | $303.84(+124.60%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 3.26% | 9.13M | $274.5M | +4.46%(+389.97K) | $30.31(-1.01%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 3.11% | 5.41M | $261.5M | +2.07%(+109.72K) | $33.05(+59.16%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.95% | 4.60M | $248.6M | +2.33%(+104.72K) | $48.13(+24.53%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 2.76% | 2.94M | $232.4M | +2.54%(+72.74K) | $58.64(+53.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.23% | +30.31% |
| Top 20 Holdings Unweighted | +7.38% | +23.80% |
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