StockDriftsStockDriftsTop 50 Values Added Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 8.23% | 428.5K | $19.6M | +7.50%(+29.90K) | $34.88(+44.14%) | 2026-03-31 | |
| IAGG | ISHARES TR | 6.97% | 330.9K | $16.6M | +67.41%(+133.23K) | $50.35(-0.83%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.93% | 182.7K | $11.7M | -5.29%(-10.20K) | $45.98(+53.60%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.85% | 156.5K | $11.5M | +0.45%(+700) | $72.88(+0.41%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 3.57% | 331.5K | $8.5M | +11.74%(+34.84K) | $25.51(-0.28%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.53% | 178.6K | $8.4M | +2.14%(+3.74K) | $35.48(+47.17%) | 2026-03-31 | |
| DMXF | ISHARES TR | 3.38% | 106.5K | $8.0M | +11.00%(+10.56K) | $67.83(+21.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.38% | 31.6K | $8.0M | +2.36%(+729) | $181.10(+65.03%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.26% | 101.2K | $7.7M | +1.94%(+1.92K) | $56.96(+53.39%) | 2026-03-31 | |
| VOTE | TCW ETF TRUST | 2.69% | 83.8K | $6.4M | -3.26%(-2.83K) | $50.46(+72.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.38% | +30.85% |
| Top 20 Holdings Unweighted | +10.55% | +35.10% |
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