StockDriftsStockDriftsTop 27 Addis & Hill, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 38.39% | 211.2K | $63.1M | +1.70%(+3.53K) | $217.97(+52.70%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 12.16% | 62.3K | $20.0M | -1.68%(-1.06K) | $225.29(+58.46%) | 2026-03-31 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 11.53% | 194.0K | $19.0M | +0.78%(+1.50K) | $71.80(+51.80%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.55% | 37.5K | $10.8M | +2.03%(+746) | $57.33(+35.52%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.28% | 87.4K | $8.7M | -2.15%(-1.92K) | $97.23(+1.59%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 4.11% | 82.1K | $6.8M | +0.79%(+640) | $63.77(+36.22%) | 2026-03-31 | |
| RWO | SPDR INDEX SHS FDS | 4.1% | 147.4K | $6.7M | +1.69%(+2.44K) | $42.00(+16.80%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.24% | 98.6K | $5.3M | +2.40%(+2.31K) | $42.63(+39.25%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.1% | 67.8K | $5.1M | +0.95%(+637) | $54.48(+49.16%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.93% | 19.4K | $4.8M | +1.82%(+348) | $199.27(+41.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.74% | +55.04% |
| Top 20 Holdings Unweighted | +20.33% | +74.24% |
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