StockDriftsStockDriftsTop 50 Birchbrook, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 17.13% | 586.5K | $34.9M | -2.46%(-14.78K) | $58.35(+1.18%) | 2026-03-31 | |
| IGIB | ISHARES TR | 12.17% | 466.3K | $24.8M | +8.27%(+35.63K) | $51.38(+3.27%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.16% | 196.2K | $12.6M | -1.33%(-2.65K) | $46.67(+47.80%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.68% | 136.9K | $9.6M | -2.13%(-2.98K) | $52.98(+51.29%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.68% | 111.2K | $7.5M | +1.65%(+1.80K) | $60.30(+21.51%) | 2026-03-31 | |
| TLT | ISHARES TR | 3.56% | 83.7K | $7.3M | +4.26%(+3.42K) | $93.36(-8.49%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.43% | 11.7K | $7.0M | +585350.00%(+11.71K) | $612.34(+8.65%) | 2026-03-31 | |
| USMV | ISHARES TR | 3.29% | 72.3K | $6.7M | -2.52%(-1.87K) | $80.05(+18.00%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.25% | 53.3K | $6.6M | +52.20%(+18.27K) | $108.85(+26.88%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.37% | 156.1K | $4.8M | -1.85%(-2.94K) | $23.83(+44.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.29% | +30.55% |
| Top 20 Holdings Unweighted | +11.46% | +38.47% |
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