StockDriftsStockDriftsTop 50 waypoint wealth counsel Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.91% | 35.3K | $21.1M | -6.89%(-2.61K) | $381.36(+78.94%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 5.09% | 22.9K | $9.8M | -16.12%(-4.40K) | $174.39(+146.86%) | 2026-03-31 | |
| KO | COCA COLA CO | 4.81% | 122.3K | $9.3M | -2.86%(-3.60K) | $70.12(+14.46%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.62% | 13.7K | $8.9M | -18.09%(-3.03K) | $429.91(+72.67%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.61% | 13.6K | $8.9M | -2.13%(-297) | $385.48(+93.46%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.41% | 74.8K | $6.6M | -6.88%(-5.53K) | $34.03(+159.17%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.27% | 42.8K | $6.3M | -46.77%(-37.56K) | $106.55(+46.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.03% | 23.1K | $5.8M | -34.74%(-12.27K) | $155.79(+91.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.85% | 14.9K | $5.5M | -17.94%(-3.26K) | $274.70(+47.51%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.05% | 15.1K | $4.0M | -1.16%(-178) | $184.91(+54.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.82% | +55.37% |
| Top 20 Holdings Unweighted | +15.89% | +55.64% |
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