StockDriftsStockDriftsTop 50 Adelphi Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | 8.13% | 34.8K | $10.0M | +10.00%(+3.16K) | $72.96(+6.49%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.24% | 17.4K | $6.4M | +10.83%(+1.70K) | $493.57(-16.65%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.22% | 25.3K | $6.4M | +19.21%(+4.07K) | $263.18(+7.98%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.68% | 33.0K | $5.8M | -0.73%(-243) | $186.54(+5.34%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.1% | 78.6K | $5.0M | -0.58%(-459) | $61.19(+12.72%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.86% | 52.4K | $4.7M | +0.38%(+200) | $88.38(+7.97%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.61% | 15.4K | $4.4M | +4.54%(+670) | $279.02(+39.21%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.16% | 54.6K | $3.9M | +8.25%(+4.16K) | $69.17(+12.44%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.64% | 15.6K | $3.2M | +33.98%(+3.96K) | $223.76(+22.25%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.52% | 38.4K | $3.1M | -2.05%(-802) | $76.06(+21.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.33% | +1.01% |
| Top 20 Holdings Unweighted | +0.77% | +2.32% |
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