StockDriftsStockDriftsTop 50 American Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 | 15.35% | 290.7K | $173.7M | +0.51%(+1.46K) | $539.47(+26.50%) | 2026-03-31 | |
| BIV | VANGUARD INTERMED TERM BOND ETF | 8.46% | 1.24M | $95.7M | +8.08%(+92.70K) | $76.97(-0.46%) | 2026-03-31 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH | 6.16% | 993.8K | $69.7M | +3.41%(+32.78K) | $57.39(+27.49%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 5.36% | 138.9K | $60.7M | +27.59%(+30.03K) | $76.52(+14.37%) | 2026-03-31 | |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 4.51% | 604.0K | $51.1M | +5.06%(+29.08K) | $78.37(+24.73%) | 2026-03-31 | |
| VB | VANGUARD SMALL CAP ETF | 4.36% | 188.2K | $49.3M | +1.54%(+2.85K) | $214.94(+32.91%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 3.93% | 658.8K | $44.5M | +1.33%(+8.68K) | $47.78(+53.04%) | 2026-03-31 | |
| DFIC | DIMENSIONAL INTERNATIONAL CORE | 3.42% | 1.09M | $38.7M | +8.79%(+88.00K) | $33.74(+12.89%) | 2026-03-31 | |
| VO | VANGUARD MID CAP INDEX ETF | 3.03% | 119.4K | $34.3M | +0.25%(+299) | $58.39(+31.94%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | 2.61% | 460.5K | $29.5M | -1.72%(-8.06K) | $53.60(+31.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.52% | +35.00% |
| Top 20 Holdings Unweighted | +10.01% | +33.15% |
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