StockDriftsStockDriftsTop 50 Wolff Financial Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 10.22% | 722.0K | $46.3M | +1.44%(+10.28K) | $42.81(+61.13%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8.98% | 93.1K | $40.6M | +1.75%(+1.60K) | $39.94(+111.11%) | 2026-03-31 | |
| DGRO | ISHARES TR | 8.79% | 566.6K | $39.8M | +3.05%(+16.79K) | $48.48(+51.32%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 8.38% | 260.0K | $37.9M | +2.29%(+5.81K) | $106.38(+39.59%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.33% | 224.1K | $33.2M | +1.74%(+3.83K) | $101.02(+54.75%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 7.14% | 123.4K | $32.3M | +2.45%(+2.95K) | $184.40(+55.47%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.01% | 400.1K | $31.7M | +3.80%(+14.66K) | $78.90(+0.08%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.18% | 478.1K | $28.0M | +4.28%(+19.62K) | $58.20(+0.11%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.81% | 91.5K | $26.3M | +2.86%(+2.54K) | $48.23(+61.11%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.25% | 189.9K | $14.7M | +9.34%(+16.22K) | $77.98(-1.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.51% | +38.67% |
| Top 20 Holdings Unweighted | +12.13% | +40.98% |
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