StockDriftsStockDriftsTop 50 Custos Family Office, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.1% | 45.1K | $30.9M | -7.65%(-3.74K) | $449.23(+56.53%) | 2025-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.41% | 229.3K | $12.3M | -17.51%(-48.65K) | $41.36(+40.46%) | 2025-12-31 | |
| DGRO | ISHARES TR | 6.34% | 133.8K | $9.3M | -15.86%(-25.21K) | $53.47(+35.33%) | 2025-12-31 | |
| FVAL | FIDELITY COVINGTON TRUST | 6.31% | 128.0K | $9.2M | -16.06%(-24.49K) | $51.87(+42.63%) | 2025-12-31 | |
| USMV | ISHARES TR | 5.64% | 87.7K | $8.3M | -11.74%(-11.67K) | $79.01(+18.89%) | 2025-12-31 | |
| IEFA | ISHARES TR | 5.45% | 89.2K | $8.0M | -9.93%(-9.84K) | $68.73(+40.30%) | 2025-12-31 | |
| VO | VANGUARD INDEX FDS | 4.96% | 25.1K | $7.3M | -13.52%(-3.92K) | $228.01(+32.41%) | 2025-12-31 | |
| TLT | ISHARES TR | 4.67% | 78.6K | $6.8M | -22.96%(-23.42K) | $91.17(-4.76%) | 2025-12-31 | |
| IEMG | ISHARES INC | 3.87% | 84.5K | $5.7M | -28.15%(-33.09K) | $53.79(+41.84%) | 2025-12-31 | |
| QQQ | INVESCO QQQ TR | 3.52% | 8.4K | $5.2M | -30.55%(-3.69K) | $507.20(+25.67%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.83% | +47.50% |
| Top 20 Holdings Unweighted | +11.66% | +39.20% |
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