Top 50 Diversified Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.07% | 908.9K | $543.1M | +2.40%(+21.33K) | $325.77(+104.22%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.71% | 5.54M | $415.7M | +5.62%(+294.50K) | $56.18(+44.63%) | 2026-03-31 | |
| COKE | COCA COLA CONS INC | 5.21% | 1.46M | $280.6M | +0.09%(+1.30K) | $6.68(+3122.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.29% | 698.4K | $177.3M | +2.80%(+19.00K) | $125.33(+126.75%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.2% | 182.3K | $118.5M | -0.43%(-790) | $224.89(+221.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.17% | 671.4K | $117.1M | -0.07%(-480) | $42.03(+367.54%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 1.93% | 506.1K | $104.2M | +0.59%(+2.96K) | $124.92(+83.55%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.71% | 1.02M | $91.9M | +0.19%(+1.95K) | $75.07(+27.11%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.61% | 234.1K | $86.7M | +0.46%(+1.06K) | $281.84(+45.96%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.53% | 286.6K | $82.4M | +0.14%(+409) | $117.98(+229.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.37% | +70.08% |
| Top 20 Holdings Unweighted | +21.07% | +77.44% |
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