StockDriftsStockDriftsTop 50 Ballentine Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 24.75% | 5.54M | $1.78B | -2.07%(-116.94K) | $151.94(+141.80%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.4% | 6.66M | $603.2M | +4.18%(+267.56K) | $65.91(+47.02%) | 2026-03-31 | |
| ITOT | ISHARES TR | 6.32% | 3.19M | $453.7M | -1.50%(-48.56K) | $82.27(+98.37%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.48% | 5.02M | $321.5M | +1.86%(+91.52K) | $42.86(+64.64%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.15% | 4.27M | $297.9M | +5.15%(+209.36K) | $50.74(+62.19%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.35% | 368.9K | $241.0M | +0.83%(+3.05K) | $157.82(+376.20%) | 2026-03-31 | |
| IGF | ISHARES TR | 2.26% | 2.42M | $162.1M | +1.88%(+44.62K) | $55.69(+20.89%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.13% | 2.83M | $153.1M | +1.26%(+35.15K) | $44.41(+35.02%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.06% | 227.9K | $148.2M | +0.18%(+415) | $197.35(+279.12%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 1.92% | 1.56M | $138.3M | +3.48%(+52.48K) | $84.53(+12.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.36% | +65.80% |
| Top 20 Holdings Unweighted | +18.40% | +65.96% |
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