StockDriftsStockDriftsTop 25 Vertex Investment Solutions Co., Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 27.3% | 403.7K | $23.6M | +139.58%(+235.20K) | $58.70(-0.73%) | 2026-03-31 | |
| IGSB | ISHARES TR | 13.95% | 229.8K | $12.1M | -5.94%(-14.50K) | $52.95(-1.09%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 6.86% | 46.1K | $5.9M | +2.90%(+1.30K) | $142.34(+24.25%) | 2026-03-31 | |
| TIP | ISHARES TR | 5.9% | 46.3K | $5.1M | -51.37%(-48.90K) | $110.57(+0.50%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 5.79% | 46.1K | $5.0M | +199.35%(+30.70K) | $115.54(+1.05%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.61% | 81.7K | $4.9M | +410.62%(+65.70K) | $59.79(-1.35%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.32% | 95.9K | $4.6M | -26.63%(-34.80K) | $48.89(-2.02%) | 2026-03-31 | |
| LQD | ISHARES TR | 5.02% | 40.1K | $4.3M | -69.67%(-92.10K) | $110.83(-1.99%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 4.02% | 56.4K | $3.5M | new | $52.98(+8.77%) | 2026-03-31 | |
| EMB | ISHARES TR | 2.87% | 26.7K | $2.5M | -79.83%(-105.70K) | $95.74(-0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.22% | -17.53% |
| Top 20 Holdings Unweighted | -2.88% | -8.40% |
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