StockDriftsStockDriftsTop 50 Canopy Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 4.68% | 53.7K | $13.6M | -0.16%(-88) | $189.99(+62.44%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market ETF | 4.24% | 38.5K | $12.4M | -5.55%(-2.26K) | $239.08(+54.24%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 3.97% | 17.8K | $11.6M | +0.00%(+0) | $451.40(+65.00%) | 2026-03-31 | |
| DFAU | Dimensional US Core Equity Markt ETF | 3.93% | 254.2K | $11.5M | +1.62%(+4.05K) | $38.52(+33.81%) | 2026-03-31 | |
| IEFA | iShares Core MSCI EAFE ETF | 3.66% | 117.8K | $10.7M | -1.67%(-2.00K) | $67.62(+43.90%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. Class A | 3.46% | 35.1K | $10.1M | -0.90%(-319) | $139.93(+157.20%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 3.33% | 55.7K | $9.7M | -0.60%(-337) | $74.40(+161.86%) | 2026-03-31 | |
| MDY | SPDR S&P Midcap 400 ETF | 3.29% | 15.5K | $9.6M | -5.81%(-959) | $501.73(+38.26%) | 2026-03-31 | |
| MSFT | Microsoft | 3.2% | 25.2K | $9.3M | +0.66%(+166) | $363.81(+7.33%) | 2026-03-31 | |
| AMZN | Amazon.Com Inc | 2.77% | 38.8K | $8.1M | +3.34%(+1.25K) | $158.90(+52.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.06% | +52.34% |
| Top 20 Holdings Unweighted | +17.70% | +63.04% |
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