StockDriftsStockDriftsTop 50 Dt Investment Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.53% | 267.3K | $174.6M | +7.12%(+17.76K) | $586.04(+26.69%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 9.81% | 181.2K | $117.8M | +0.05%(+82) | $244.67(+202.11%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.07% | 1.70M | $109.0M | +3.24%(+53.45K) | $45.08(+53.23%) | 2026-03-31 | |
| IWB | ISHARES TR | 3.67% | 123.8K | $44.1M | +3.85%(+4.59K) | $9788.27(-95.89%) | 2026-03-31 | |
| GVI | ISHARES TR | 3.48% | 392.1K | $41.8M | +0.09%(+355) | $114.50(-7.73%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.3% | 138.2K | $39.7M | +4.97%(+6.54K) | $57.20(+33.80%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.29% | 586.2K | $39.6M | +1.85%(+10.65K) | $1173.74(-93.85%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.11% | 385.3K | $37.4M | +0.00%(+0) | $63.67(+59.77%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 2.79% | 91.2K | $33.5M | -1.08%(-999) | $76.29(+16.06%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.2% | 291.4K | $26.4M | +7.63%(+20.66K) | $77.08(+23.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.12% | +37.22% |
| Top 20 Holdings Unweighted | +9.66% | +31.88% |
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