StockDriftsStockDriftsTop 50 Bristlecone Value Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 13.22% | 234.5K | $15.0M | -1.18%(-2.80K) | $61.19(+15.71%) | 2026-03-31 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 9.19% | 375.2K | $10.4M | +4.10%(+14.79K) | $26.79(+16.74%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 8.33% | 44.0K | $9.5M | +10.31%(+4.12K) | $217.75(+9.58%) | 2026-03-31 | |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETF | 6.35% | 120.0K | $7.2M | -0.01%(-6) | $57.17(+12.19%) | 2026-03-31 | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 4.01% | 51.6K | $4.6M | +4.20%(+2.08K) | $90.49(+4.93%) | 2026-03-31 | |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 3.65% | 41.5K | $4.1M | +4.31%(+1.72K) | $91.72(+13.84%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 3.41% | 6.5K | $3.9M | new | $612.34(+11.84%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 3.25% | 29.7K | $3.7M | +2.54%(+736) | $119.57(+22.50%) | 2026-03-31 | |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | 3.22% | 49.0K | $3.7M | -2.63%(-1.32K) | $60.67(+12.01%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 3.06% | 47.3K | $3.5M | +0.00%(+0) | $74.22(-1.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.57% | +27.97% |
| Top 20 Holdings Unweighted | +8.14% | +26.44% |
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