StockDriftsStockDriftsTop 50 Anb Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | 9.05% | 331.4K | $22.4M | -4.45%(-15.42K) | $62.23(+22.27%) | 2026-03-31 | |
| SPY | State Street SPDR S&P 500 ETF Trust | 7.6% | 28.9K | $18.8M | -0.83%(-243) | $582.14(+27.94%) | 2026-03-31 | |
| IWM | iShares Russell 2000 ETF | 7.6% | 75.7K | $18.8M | -8.84%(-7.35K) | $227.39(+30.87%) | 2026-03-31 | |
| EFA | iShares MSCI Eafe ETF | 6.28% | 159.8K | $15.5M | +2.35%(+3.67K) | $80.46(+29.72%) | 2026-03-31 | |
| AAPL | Apple Inc | 4.1% | 39.9K | $10.1M | -0.41%(-164) | $232.35(+32.83%) | 2026-03-31 | |
| GOOG | Alphabet Inc Class C | 3.07% | 26.5K | $7.6M | -1.54%(-414) | $178.82(+99.19%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.06% | 20.4K | $7.6M | +2.74%(+545) | $426.00(-8.34%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 2.64% | 13.6K | $6.5M | -0.56%(-77) | $457.39(+11.02%) | 2026-03-31 | |
| IJR | iShares Core S&P Small-Cap ETF | 2.08% | 41.5K | $5.2M | -0.14%(-58) | $116.07(+26.20%) | 2026-03-31 | |
| V | Visa Inc Cl A | 2.04% | 16.7K | $5.0M | -1.65%(-279) | $295.50(+22.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.33% | +23.64% |
| Top 20 Holdings Unweighted | +7.06% | +22.71% |
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