StockDriftsStockDriftsTop 5 Cabot-Wellington, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 73.94% | 779.2K | $250.0M | +16.77%(+111.90K) | $176.31(+109.15%) | 2026-03-31 | |
| IEFA | ISHARES TR | 19.04% | 711.0K | $64.4M | -3.55%(-26.20K) | $59.95(+62.30%) | 2026-03-31 | |
| IEMG | ISHARES INC | 6.53% | 316.5K | $22.1M | +3.64%(+11.13K) | $53.64(+48.85%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 0.41% | 5.4K | $1.4M | +0.13%(+7) | $174.35(+72.26%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 0.08% | 1.9K | $257K | +0.00%(+0) | $86.61(+80.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.74% | +51.04% |
| Top 20 Holdings Unweighted | +14.09% | +48.49% |
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