StockDriftsStockDriftsTop 50 VestGen Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 5.24% | 94.4K | $9.5M | +44.89%(+29.25K) | $100.53(-0.01%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.34% | 34.7K | $6.1M | +3.37%(+1.13K) | $68.84(+242.43%) | 2026-03-31 | |
| HYG | ISHARES TR | 2.37% | 54.1K | $4.3M | +0.52%(+278) | $76.66(+4.16%) | 2026-03-31 | |
| QDF | FLEXSHARES TR | 2% | 45.8K | $3.6M | +7.88%(+3.35K) | $61.66(+43.24%) | 2026-03-31 | |
| IEF | ISHARES TR | 1.93% | 36.7K | $3.5M | +19.47%(+5.99K) | $96.21(-2.02%) | 2026-03-31 | |
| IQDF | FLEXSHARES TR | 1.9% | 108.8K | $3.4M | +6.02%(+6.18K) | $24.20(+43.15%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.5% | 42.4K | $2.7M | -6.14%(-2.77K) | $45.48(+55.15%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.45% | 6.0K | $2.6M | -5.05%(-319) | $42.12(+110.08%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 1.34% | 2.8K | $2.4M | +31.49%(+665) | $356.02(+206.31%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.28% | 7.5K | $2.3M | +1.19%(+88) | $100.57(+337.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.29% | +30.52% |
| Top 20 Holdings Unweighted | +11.81% | +39.77% |
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