StockDriftsStockDriftsTop 50 Bokf NA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES RUSSELL 1000 ETF | 7.02% | 1.29M | $458.9M | -0.78%(-10.13K) | $179.88(+127.23%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 5.56% | 608.5K | $363.6M | +2.66%(+15.74K) | $513.27(+33.43%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.73% | 1.82M | $309.0M | +0.01%(+222) | $70.16(+95.39%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3% | 773.2K | $196.2M | -2.00%(-15.82K) | $50.40(+512.33%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS | 2.8% | 3.39M | $183.0M | +3.19%(+104.69K) | $46.40(+27.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 2.45% | 918.7K | $160.2M | -0.71%(-6.61K) | $24.92(+681.81%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.99% | 350.8K | $129.8M | -1.76%(-6.30K) | $89.92(+334.26%) | 2026-03-31 | |
| AVEM | AVANTIS EMERGING MARKETS | 1.88% | 1.53M | $123.1M | +5.60%(+81.00K) | $73.65(+25.51%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MIDCAP ETF | 1.74% | 1.68M | $113.6M | +0.35%(+5.95K) | $36.27(+109.82%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 1.37% | 919.1K | $89.3M | -0.70%(-6.45K) | $63.35(+64.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.43% | +57.82% |
| Top 20 Holdings Unweighted | +17.12% | +60.67% |
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