StockDriftsStockDriftsTop 50 Country Club Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.12% | 264.0K | $86.4M | +3.13%(+8.00K) | $225.45(+48.13%) | 2025-09-30 | |
| VXUS | VANGUARD STAR FDS | 4.82% | 1.11M | $81.3M | +0.95%(+10.51K) | $56.48(+33.87%) | 2025-09-30 | |
| IVV | ISHARES TR | 4.53% | 114.7K | $76.5M | +3.91%(+4.31K) | $465.36(+45.88%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 2.72% | 89.3K | $46.0M | -2.77%(-2.54K) | $298.88(+62.60%) | 2025-09-30 | |
| EFA | ISHARES TR | 2.51% | 454.8K | $42.3M | +2.64%(+11.71K) | $75.29(+26.12%) | 2025-09-30 | |
| WMT | WALMART INC | 2.27% | 370.8K | $38.2M | -0.64%(-2.37K) | $46.89(+146.34%) | 2025-09-30 | |
| AAPL | APPLE INC | 2.08% | 138.1K | $35.1M | -2.68%(-3.80K) | $167.98(+61.56%) | 2025-09-30 | |
| GOOG | ALPHABET INC | 2.01% | 138.6K | $33.9M | -2.36%(-3.35K) | $127.98(+137.73%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.88% | 63.6K | $31.8M | -1.79%(-1.16K) | $319.23(+57.35%) | 2025-09-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 1.79% | 251.4K | $30.2M | +0.87%(+2.17K) | $69.53(+73.02%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.62% | +79.91% |
| Top 20 Holdings Unweighted | +21.35% | +78.72% |
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