StockDriftsStockDriftsTop 50 Bell Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 13.63% | 3.55M | $321.4M | +2.71%(+93.74K) | $72.65(+33.70%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 13.52% | 1.63M | $319.0M | +1.35%(+21.61K) | $173.54(+20.07%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 11.26% | 608.1K | $265.6M | +2.95%(+17.44K) | $66.11(+32.37%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.79% | 359.0K | $207.2M | +1.55%(+5.47K) | $346.38(+106.34%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5% | 614.3K | $117.9M | +4.56%(+26.77K) | $181.04(+12.09%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.64% | 341.5K | $109.5M | +2.24%(+7.48K) | $285.26(+27.85%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.21% | 1.75M | $99.2M | +10.90%(+172.28K) | $52.42(+14.80%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.77% | 148.6K | $88.8M | -0.31%(-460) | $447.10(+52.63%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.76% | 656.4K | $65.2M | +6.50%(+40.08K) | $100.56(-1.88%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 2.52% | 598.3K | $59.5M | +9.32%(+50.99K) | $99.42(-0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.61% | +46.64% |
| Top 20 Holdings Unweighted | +12.71% | +43.20% |
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