StockDriftsStockDriftsTop 50 BOK Financial Private Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 18.3% | 506.9K | $302.9M | +1.25%(+6.26K) | $350.99(+95.94%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.04% | 2.59M | $166.2M | +4.48%(+111.18K) | $49.08(+43.76%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.39% | 356.1K | $155.5M | -0.86%(-3.09K) | $35.48(+149.42%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.85% | 577.8K | $113.4M | +0.08%(+490) | $123.26(+69.57%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 5.08% | 1.69M | $84.2M | +7.10%(+111.66K) | $50.37(+0.07%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.93% | 1.21M | $81.6M | -2.47%(-30.56K) | $42.55(+72.60%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.22% | 106.9K | $69.8M | -3.00%(-3.30K) | $140.15(+436.26%) | 2026-03-31 | |
| IWB | ISHARES TR | 4.21% | 195.7K | $69.8M | -2.24%(-4.49K) | $156.70(+160.08%) | 2026-03-31 | |
| IAUM | ISHARES GOLD TR | 3.19% | 1.13M | $52.8M | +59.53%(+421.93K) | $42.28(+9.69%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.99% | 546.2K | $49.4M | -0.21%(-1.13K) | $59.42(+63.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.24% | +61.15% |
| Top 20 Holdings Unweighted | +14.91% | +51.74% |
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