StockDriftsStockDriftsTop 31 Vestwell Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Tr | 59.99% | 335.3K | $219.0M | +13.89%(+40.88K) | $655.75(+14.13%) | 2026-03-31 | |
| SCHG | Schwab Strategic Tr | 11.71% | 1.47M | $42.7M | +17.58%(+219.33K) | $27.96(+22.03%) | 2026-03-31 | |
| IJH | iShares Tr | 8.08% | 436.9K | $29.5M | +9.68%(+38.58K) | $65.73(+15.76%) | 2026-03-31 | |
| IJR | iShares Tr | 3.42% | 100.6K | $12.5M | +7.80%(+7.28K) | $112.65(+30.03%) | 2026-03-31 | |
| SCHB | Schwab Strategic Tr | 2.92% | 424.2K | $10.6M | +1.69%(+7.06K) | $22.69(+27.26%) | 2026-03-31 | |
| VTV | Vanguard Index FDS | 2.68% | 49.9K | $9.8M | +9.69%(+4.41K) | $176.63(+24.09%) | 2026-03-31 | |
| IAGG | iShares Tr | 2.54% | 185.1K | $9.3M | +16.73%(+26.53K) | $50.63(-0.99%) | 2026-03-31 | |
| SCHF | Schwab Strategic Tr | 2.23% | 329.5K | $8.2M | +13.00%(+37.91K) | $21.42(+28.26%) | 2026-03-31 | |
| VT | Vanguard Intl Equity Index F | 2.23% | 58.9K | $8.1M | +2.52%(+1.45K) | $132.39(+17.96%) | 2026-03-31 | |
| AGG | iShares Tr | 1.08% | 39.6K | $3.9M | +4.66%(+1.76K) | $99.08(-0.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.75% | +14.95% |
| Top 20 Holdings Unweighted | +7.17% | +23.09% |
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