Top 50 Bank of Jackson Hole Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | Ishares Trust Russell 1000 Growth ETF | 6.2% | 30.0K | $12.8M | +4.52%(+1.30K) | $398.50(-68.41%) | 2026-03-31 | |
| EFA | MFC iShares Tr MSCI Eafe ETF | 4.31% | 91.6K | $8.9M | -0.27%(-252) | $79.75(+29.74%) | 2026-03-31 | |
| IJH | MFC iShares Tr S&P Midcap 400 | 4.21% | 128.8K | $8.7M | -0.27%(-355) | $62.46(+17.59%) | 2026-03-31 | |
| AAPL | Apple Inc | 3.94% | 32.1K | $8.1M | -1.72%(-562) | $231.26(+28.95%) | 2026-03-31 | |
| NVDA | NVIDIA, Corp. | 3.61% | 42.8K | $7.5M | -5.57%(-2.52K) | $128.14(+83.97%) | 2026-03-31 | |
| VTV | Vanguard Value Index Fund Etf | 2.82% | 29.6K | $5.8M | +11.10%(+2.96K) | $177.31(+17.88%) | 2026-03-31 | |
| IEMG | Ishares Core Msci Emerging Markets Etf | 2.55% | 75.4K | $5.3M | +0.23%(+171) | $55.95(+47.07%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.45% | 13.7K | $5.1M | +1.68%(+226) | $427.04(-4.12%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Ordinary Shares - Class A | 2.17% | 15.6K | $4.5M | -5.86%(-971) | $177.58(+125.86%) | 2026-03-31 | |
| IAU | MFC iShares Gold Tr NEW | 2.02% | 47.4K | $4.2M | -7.88%(-4.06K) | $50.04(+74.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.21% | +73.72% |
| Top 20 Holdings Unweighted | +20.28% | +74.00% |
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