StockDriftsStockDriftsTop 50 William Howard & Co Financial Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.75% | 40.3K | $26.3M | -1.01%(-410) | $501.68(+48.65%) | 2026-03-31 | |
| IEF | ISHARES TR | 10.61% | 128.7K | $12.3M | -0.77%(-997) | $95.53(-1.26%) | 2026-03-31 | |
| IWM | ISHARES TR | 10.3% | 48.1K | $11.9M | +1.02%(+487) | $206.16(+37.11%) | 2026-03-31 | |
| ICF | ISHARES TR | 8.6% | 160.8K | $10.0M | +0.35%(+562) | $58.33(+15.66%) | 2026-03-31 | |
| IWV | ISHARES TR | 4.41% | 13.8K | $5.1M | -3.48%(-496) | $287.29(+46.22%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.36% | 55.7K | $5.0M | -0.57%(-322) | $72.86(+33.32%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.87% | 60.9K | $4.5M | +0.56%(+338) | $73.17(+0.02%) | 2026-03-31 | |
| IUSG | ISHARES TR | 3.02% | 22.6K | $3.5M | +0.00%(+0) | $110.65(+69.45%) | 2026-03-31 | |
| IEI | ISHARES TR | 2.99% | 29.2K | $3.5M | +0.03%(+8) | $116.47(+0.95%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.56% | 30.5K | $3.0M | -0.17%(-51) | $77.64(+33.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.47% | +24.12% |
| Top 20 Holdings Unweighted | +8.36% | +27.24% |
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