StockDriftsStockDriftsTop 50 Wbh Advisory Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.18% | 214.1K | $69.2M | -0.27%(-569) | $164.73(+121.40%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 4.28% | 80.8K | $57.1M | -8.52%(-7.53K) | $11.73(+867.31%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.11% | 711.0K | $54.8M | +2.65%(+18.34K) | $57.46(+52.06%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 4.02% | 2.12M | $53.6M | +4.27%(+86.87K) | $13.47(+112.08%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.02% | 298.7K | $40.3M | +3.22%(+9.32K) | $70.02(+152.57%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.87% | 491.3K | $38.3M | +2.18%(+10.47K) | $54.69(+55.57%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.51% | 733.8K | $33.5M | +3.00%(+21.41K) | $47.55(-4.29%) | 2026-03-31 | |
| BDYN | BLACKROCK ETF TRUST | 1.94% | 1.05M | $25.9M | +4.25%(+42.93K) | $25.30(+8.27%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.82% | 330.5K | $24.3M | -6.62%(-23.45K) | $77.29(-5.32%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 1.76% | 89.3K | $23.5M | -3.29%(-3.04K) | $129.06(+121.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.48% | +42.32% |
| Top 20 Holdings Unweighted | +11.27% | +37.75% |
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