StockDriftsStockDriftsTop 50 VCI Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 8.01% | 450.9K | $28.9M | +61.18%(+171.14K) | $56.51(+24.99%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 7.77% | 318.1K | $28.0M | -26.81%(-116.50K) | $46.34(+90.32%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.85% | 345.8K | $17.5M | +12.53%(+38.49K) | $50.45(+0.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.59% | 95.0K | $16.6M | -2.99%(-2.93K) | $113.56(+98.86%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.03% | 57.4K | $14.6M | -5.61%(-3.41K) | $209.93(+42.37%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.55% | 34.6K | $12.8M | -5.61%(-2.06K) | $437.10(-7.30%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.23% | 40.7K | $11.7M | +1.33%(+533) | $170.84(+133.57%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.95% | 135.8K | $10.6M | +12.09%(+14.64K) | $78.21(-0.26%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 2.89% | 391.5K | $10.4M | +11.21%(+39.45K) | $26.06(+2.80%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.89% | 221.8K | $10.4M | +10.38%(+20.86K) | $45.70(+2.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.25% | +41.43% |
| Top 20 Holdings Unweighted | +9.90% | +32.75% |
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