StockDriftsStockDriftsTop 50 Bawa N Mallick Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 28.61% | 107.4K | $69.8M | +0.00%(+0) | $579.92(+28.43%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 15.76% | 66.7K | $38.5M | -1.49%(-1.01K) | $499.66(+42.62%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.41% | 19.6K | $8.3M | +0.00%(+0) | $388.48(-68.81%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.38% | 13.8K | $8.2M | +0.00%(+0) | $533.24(+28.43%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.15% | 24.0K | $7.7M | +0.00%(+0) | $286.49(+28.72%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.08% | 11.5K | $7.5M | -20.92%(-3.04K) | $582.86(+28.41%) | 2026-03-31 | |
| IUSG | ISHARES TR | 2.35% | 37.0K | $5.7M | -26.33%(-13.22K) | $135.67(+36.58%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.28% | 12.8K | $5.6M | +0.00%(+0) | $66.20(+29.16%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 2.26% | 18.5K | $5.5M | +0.00%(+0) | $266.50(+28.69%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.18% | 212.2K | $5.3M | +0.00%(+0) | $22.44(+28.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.02% | +26.04% |
| Top 20 Holdings Unweighted | +7.21% | +23.24% |
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