StockDriftsStockDriftsTop 50 Ami Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 10.99% | 70.1K | $48.9M | +3.38%(+2.29K) | $37.84(+182.30%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 9.71% | 544.7K | $43.2M | +3.37%(+17.76K) | $79.31(-0.44%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 8.42% | 639.3K | $37.4M | +3.14%(+19.45K) | $58.06(+0.36%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 7.39% | 424.6K | $32.9M | +2.51%(+10.38K) | $77.74(-0.93%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.82% | 434.7K | $25.9M | +5.06%(+20.95K) | $59.26(-0.38%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.13% | 29.0K | $13.9M | -7.21%(-2.25K) | $506.00(-8.00%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.96% | 20.3K | $13.2M | -0.26%(-53) | $391.90(+84.68%) | 2026-03-31 | |
| OSEA | HARBOR ETF TRUST | 2.84% | 436.6K | $12.6M | +1.98%(+8.48K) | $27.49(+10.88%) | 2026-03-31 | |
| DMBS | DOUBLELINE ETF TRUST | 2.76% | 248.1K | $12.3M | +4.16%(+9.92K) | $48.82(+0.36%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.46% | 375.9K | $11.0M | +32.88%(+93.03K) | $28.55(+16.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.97% | +36.66% |
| Top 20 Holdings Unweighted | +12.37% | +41.89% |
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