StockDriftsStockDriftsTop 50 Wells Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND ETF | 12.71% | 6.4K | $2.8M | -47.26%(-5.73K) | $41.00(+108.54%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES ETF | 8.55% | 4.4K | $1.9M | -55.83%(-5.52K) | $185.59(+103.74%) | 2026-03-31 | |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 8.02% | 4.8K | $1.8M | -71.32%(-11.94K) | $39.37(+121.00%) | 2026-03-31 | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 6.24% | 7.1K | $1.4M | -40.98%(-4.96K) | $130.62(+67.23%) | 2026-03-31 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 5.33% | 12.0K | $1.2M | -45.28%(-9.90K) | $54.66(+114.40%) | 2026-03-31 | |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 5.03% | 19.5K | $1.1M | -32.80%(-9.53K) | $37.98(+62.29%) | 2026-03-31 | |
| VTV | VANGUARD VALUE FUND ETF | 4.45% | 5.0K | $979K | -25.72%(-1.73K) | $120.35(+82.11%) | 2026-03-31 | |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 4.01% | 9.5K | $881K | -74.71%(-28.06K) | $68.38(+43.17%) | 2026-03-31 | |
| VV | VANGUARD LARGE-CAP INDEX FUND ETF | 3.77% | 2.8K | $828K | -45.20%(-2.29K) | $173.57(+97.59%) | 2026-03-31 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 3.5% | 12.9K | $770K | -33.93%(-6.64K) | $58.70(+0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.90% | +43.90% |
| Top 20 Holdings Unweighted | +11.90% | +40.11% |
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