StockDriftsStockDriftsTop 50 Coston, McIsaac & Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 5.06% | 104.3K | $22.4M | -2.40%(-2.57K) | $168.30(+35.87%) | 2026-03-31 | |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | 4.11% | 240.6K | $18.2M | +16.51%(+34.11K) | $75.34(+0.27%) | 2026-03-31 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | 4% | 236.1K | $17.7M | +4.61%(+10.40K) | $57.50(+44.27%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 3.41% | 47.1K | $15.1M | -1.93%(-926) | $217.33(+67.82%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 3.32% | 30.7K | $14.7M | -0.76%(-235) | $318.52(+52.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.83% | 49.4K | $12.5M | -4.15%(-2.13K) | $157.89(+89.29%) | 2026-03-31 | |
| WMT | WALMART INC | 2.55% | 91.0K | $11.3M | -4.58%(-4.37K) | $45.65(+187.99%) | 2026-03-31 | |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 2.15% | 225.4K | $9.5M | +23.60%(+43.04K) | $42.34(-0.23%) | 2026-03-31 | |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 2.12% | 132.7K | $9.4M | +5.92%(+7.42K) | $66.03(+22.25%) | 2026-03-31 | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 2.1% | 87.6K | $9.3M | -3.15%(-2.85K) | $89.49(+18.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.60% | +31.65% |
| Top 20 Holdings Unweighted | +8.33% | +27.11% |
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