StockDriftsStockDriftsTop 50 Coldstream Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.76% | 840.5K | $549.0M | +7.51%(+58.72K) | $370.42(+102.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.19% | 1.36M | $502.1M | +71.90%(+567.33K) | $342.08(+14.15%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.35% | 11.16M | $434.6M | +1.40%(+154.39K) | $34.25(+21.39%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.33% | 1.79M | $351.7M | +3.62%(+62.70K) | $170.29(+28.70%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.35% | 622.8K | $272.0M | -0.39%(-2.42K) | $48.28(+77.11%) | 2026-03-31 | |
| HEFA | ISHARES TR | 3.1% | 5.93M | $252.0M | +4.81%(+272.29K) | $32.63(+42.04%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.87% | 389.4K | $232.7M | +7.23%(+26.26K) | $423.84(+61.58%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.62% | 1.11M | $212.9M | +3.09%(+33.27K) | $183.86(+18.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.25% | 720.4K | $182.8M | +13.12%(+83.56K) | $147.36(+109.44%) | 2026-03-31 | |
| REGL | PROSHARES TR | 2.15% | 2.02M | $174.8M | -3.69%(-77.46K) | $70.36(+31.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.39% | +45.77% |
| Top 20 Holdings Unweighted | +13.00% | +44.28% |
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