StockDriftsStockDriftsTop 50 Cape Cod Five Cents Savings Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.67% | 164.2K | $94.7M | +0.00%(+0) | $366.16(+92.04%) | 2025-12-31 | |
| IJH | ISHARES TR | 5.9% | 1.03M | $64.4M | +0.00%(+0) | $43.48(+64.13%) | 2025-12-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.51% | 718.4K | $60.2M | +0.00%(+0) | $82.74(+0.76%) | 2025-12-31 | |
| IEFA | ISHARES TR | 4.29% | 600.7K | $46.9M | +0.00%(+0) | $62.78(+53.59%) | 2025-12-31 | |
| SPTS | SPDR SER TR | 3.72% | 1.38M | $40.6M | +0.00%(+0) | $29.57(-1.44%) | 2025-12-31 | |
| IJR | ISHARES TR | 3.31% | 309.1K | $36.2M | +0.00%(+0) | $88.34(+49.71%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.24% | 151.8K | $35.4M | +0.00%(+0) | $124.89(+113.33%) | 2025-12-31 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 2.86% | 275.2K | $31.2M | +0.00%(+0) | $88.36(+156.91%) | 2025-12-31 | |
| IEMG | ISHARES INC | 2.83% | 537.9K | $30.9M | +0.00%(+0) | $49.24(+54.93%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 2.79% | 70.7K | $30.4M | +0.00%(+0) | $242.68(+69.45%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.41% | +49.76% |
| Top 20 Holdings Unweighted | +14.73% | +51.03% |
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