StockDriftsStockDriftsTop 11 Chai Trust Co Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARDT | ARDENT HEALTH INC | 55.96% | 77.25M | $661.2M | +0.00%(+0) | $18.38(-45.05%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 14.7% | 541.5K | $173.7M | +0.24%(+1.32K) | $172.01(+110.88%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.15% | 1.87M | $84.4M | +0.00%(+0) | $145.42(+38.60%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.76% | 1.06M | $68.1M | +21.39%(+187.10K) | $48.33(+42.95%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.77% | 74.6K | $44.6M | +276.39%(+54.78K) | $610.24(+11.34%) | 2026-03-31 | |
| EQR | EQUITY RESIDENTIAL | 3.53% | 705.4K | $41.7M | +3.73%(+25.40K) | $62.66(+1.94%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.51% | 594.5K | $41.5M | +0.00%(+0) | $51.57(+54.15%) | 2026-03-31 | |
| ELS | EQUITY LIFESTYLE PROPERTIES | 2.77% | 524.4K | $32.7M | +0.00%(+0) | $56.20(+8.73%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 1.48% | 64.1K | $17.5M | +0.00%(+0) | $226.27(+19.60%) | 2026-03-31 | |
| VFH | VANGUARD WORLD FD | 0.8% | 78.1K | $9.4M | +0.00%(+0) | $87.74(+42.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.79% | -31.37% |
| Top 20 Holdings Unweighted | +7.54% | +24.38% |
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