StockDriftsStockDriftsTop 50 WFA of San Diego, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 10.99% | 54.0K | $13.7M | -1.00%(-544) | $86.73(+255.85%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 8.48% | 32.9K | $10.6M | -2.06%(-694) | $177.53(+107.72%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 3.99% | 67.5K | $5.0M | +7.24%(+4.56K) | $75.50(-3.17%) | 2026-03-31 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 2.81% | 31.9K | $3.5M | -4.78%(-1.60K) | $88.64(+40.73%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.53% | 6.6K | $3.2M | -13.45%(-1.02K) | $254.27(+99.70%) | 2026-03-31 | |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | 2.52% | 138.5K | $3.1M | +11.77%(+14.59K) | $22.44(+0.52%) | 2026-03-31 | |
| PRF | INVESCO RAFI US 1000 ETF | 2.51% | 65.9K | $3.1M | -0.81%(-541) | $22.23(+144.04%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2.36% | 13.7K | $2.9M | +6.22%(+802) | $157.93(+51.09%) | 2026-03-31 | |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 2.34% | 31.1K | $2.9M | -3.68%(-1.19K) | $77.44(+39.76%) | 2026-03-31 | |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 2.33% | 31.3K | $2.9M | -8.00%(-2.72K) | $34.52(+136.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.89% | +2.71% |
| Top 20 Holdings Unweighted | -1.58% | -4.67% |
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