StockDriftsStockDriftsTop 49 Arvest Trust Co N A Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDY | SPDR S&P MIDCAP 400 ETF TR | 7.78% | 244.6K | $130.9M | -5.00%(-12.88K) | — | 2024-06-30 | |
| EFA | ISHARES TR | 6.76% | 1.45M | $113.7M | -33.38%(-727.48K) | — | 2024-06-30 | |
| IVV | ISHARES TR | 5.58% | 171.5K | $93.9M | +10.68%(+16.56K) | — | 2024-06-30 | |
| IWM | ISHARES TR | 3.91% | 324.5K | $65.8M | -1.11%(-3.65K) | — | 2024-06-30 | |
| TPYP | MANAGED PORTFOLIO SERIES | 3.49% | 2.03M | $58.7M | +0.55%(+11.17K) | — | 2024-06-30 | |
| IVW | ISHARES TR | 3.35% | 609.7K | $56.4M | -4.30%(-27.43K) | — | 2024-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.23% | 1.10M | $54.3M | +120.26%(+599.83K) | — | 2024-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 3.2% | 98.8K | $53.8M | -23.73%(-30.74K) | — | 2024-06-30 | |
| GEM | GOLDMAN SACHS ETF TR | 2.37% | 1.22M | $39.8M | +0.28%(+3.40K) | — | 2024-06-30 | |
| AAPL | APPLE INC | 1.88% | 150.0K | $31.6M | -5.19%(-8.22K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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