StockDriftsStockDriftsTop 50 Evergreen Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 7.51% | 67.7K | $14.6M | +2.52%(+1.66K) | $163.81(+39.60%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 5.48% | 154.3K | $10.6M | +1.75%(+2.65K) | $71.75(-5.24%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 5.44% | 71.2K | $10.5M | +0.47%(+336) | $104.39(+49.10%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.86% | 19.7K | $9.4M | +45.79%(+6.18K) | $378.62(+28.23%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.7% | 28.4K | $9.1M | -9.90%(-3.12K) | $229.57(+58.87%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.02% | 37.4K | $7.8M | -3.03%(-1.17K) | $126.47(+113.60%) | 2026-03-31 | |
| PBI | PITNEY BOWES INC | 3.98% | 698.2K | $7.7M | -0.03%(-189) | $11.13(+37.79%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 3.68% | 3.7K | $7.1M | +3.10%(+112) | $1351.30(+34.73%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.6% | 24.2K | $7.0M | -17.03%(-4.97K) | $113.57(+254.51%) | 2026-03-31 | |
| REGN | REGENERON PHARMACEUTICALS | 3.33% | 8.3K | $6.4M | -15.06%(-1.48K) | $631.78(+13.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.51% | +42.42% |
| Top 20 Holdings Unweighted | +12.70% | +43.16% |
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