StockDriftsStockDriftsTop 50 Valpey Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 5.54% | 43.4K | $8.5M | -1.25%(-547) | $173.86(+26.06%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.88% | 17.2K | $7.5M | +2.49%(+417) | $67.64(+26.41%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.56% | 240.8K | $7.0M | -1.84%(-4.52K) | $27.11(+25.83%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.44% | 142.1K | $6.8M | +1.68%(+2.35K) | $49.15(-1.85%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.02% | 202.8K | $6.2M | -3.94%(-8.32K) | $27.04(+27.33%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.74% | 74.6K | $5.8M | -6.90%(-5.53K) | $65.88(+28.77%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.51% | 118.4K | $5.4M | -4.55%(-5.64K) | $38.62(+29.64%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.46% | 70.9K | $5.3M | -5.52%(-4.14K) | $64.12(+29.41%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 3.44% | 217.8K | $5.3M | +1.17%(+2.51K) | $24.36(-1.10%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.38% | 70.5K | $5.2M | -0.34%(-238) | $73.53(-0.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.07% | +26.20% |
| Top 20 Holdings Unweighted | +8.44% | +27.53% |
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