StockDriftsStockDriftsTop 49 Wrenne Financial Planning Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 21.28% | 169.2K | $54.3M | +7.85%(+12.31K) | $250.08(+45.05%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 16.66% | 565.9K | $42.5M | +3.69%(+20.13K) | $57.98(+39.73%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 7.53% | 203.0K | $19.2M | +3.37%(+6.62K) | $80.60(+24.39%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 7.24% | 208.1K | $18.5M | +4.18%(+8.36K) | $86.21(+8.93%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.91% | 204.6K | $15.1M | +4.66%(+9.11K) | $72.54(+0.28%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.28% | 249.2K | $13.5M | +4.20%(+10.05K) | $43.64(+33.90%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.92% | 162.6K | $12.5M | +1.73%(+2.76K) | $58.64(+41.72%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 4.29% | 435.4K | $10.9M | +12.32%(+47.76K) | $21.47(+32.36%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 4.13% | 230.9K | $10.5M | +2.22%(+5.00K) | $35.35(+39.11%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.82% | 44.8K | $9.7M | +2.00%(+878) | $179.91(+26.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.26% | +34.03% |
| Top 20 Holdings Unweighted | +9.71% | +32.06% |
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