StockDriftsStockDriftsTop 50 ESL Trust Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 (MKT) | 25.19% | 201.9K | $131.9M | +0.28%(+558) | $481.78(+55.35%) | 2026-03-31 | |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 12.97% | 842.6K | $67.9M | +2.58%(+21.20K) | $73.87(+22.96%) | 2026-03-31 | |
| AVDE | AVANTIS INTL EQ ETF | 12.12% | 748.1K | $63.5M | +0.42%(+3.14K) | $58.17(+54.58%) | 2026-03-31 | |
| IDEV | ISHARES CORE MSCI INTL DEV MKTS | 9.01% | 564.8K | $47.2M | -54.76%(-683.71K) | $83.03(+7.87%) | 2026-03-31 | |
| XSOE | WISDOMTREE EM MKTS EX-STT OWND | 7.34% | 958.8K | $38.4M | +0.14%(+1.32K) | $28.98(+62.39%) | 2026-03-31 | |
| GQRE | FLEXSHARES GLOBAL QUALITY REAL | 6.95% | 609.4K | $36.4M | +0.00%(+0) | $55.49(+16.72%) | 2026-03-31 | |
| FALN | ISHARES FALN ANGLS USD BD ETF | 6.34% | 1.24M | $33.2M | -0.47%(-5.81K) | $28.74(-5.47%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP (MKT) | 6.27% | 486.1K | $32.8M | +0.20%(+947) | $41.54(+83.17%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL-CAP (MKT) | 4.07% | 171.5K | $21.3M | +0.62%(+1.06K) | $86.64(+69.07%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | 1.19% | 81.1K | $6.3M | -0.61%(-495) | $80.22(-4.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.19% | +37.45% |
| Top 20 Holdings Unweighted | +10.46% | +34.78% |
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