StockDriftsStockDriftsTop 50 First National Bank Of South Miami Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES MSCI EAFE (MKT) | 8.19% | 140.5K | $10.2M | -4.06%(-5.95K) | — | 2023-06-30 | |
| MSFT | MICROSOFT CORP | 4.4% | 16.0K | $5.5M | -2.98%(-492) | — | 2023-06-30 | |
| IVV | ISHARES CORE S&P 500 (MKT) | 3.72% | 10.4K | $4.6M | -0.84%(-88) | — | 2023-06-30 | |
| LQD | ISHARES IBOXX $ INVST GRADE CRP | 3.51% | 40.4K | $4.4M | -1.65%(-677) | — | 2023-06-30 | |
| VXF | VANGUARD EXTENDED MARKET INDEX | 3.44% | 28.8K | $4.3M | -1.05%(-304) | — | 2023-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP (MKT) | 3.34% | 15.9K | $4.1M | -2.62%(-426) | — | 2023-06-30 | |
| IGSB | ISHARES SHORT-TERM | 2.73% | 67.6K | $3.4M | -1.51%(-1.03K) | — | 2023-06-30 | |
| VWO | VANGUARD EMERGING MARKETS STOCK | 2.49% | 76.1K | $3.1M | -9.36%(-7.85K) | — | 2023-06-30 | |
| IJR | ISHARES CORE S&P SMALL-CAP (MKT) | 2.22% | 27.7K | $2.8M | -2.09%(-590) | — | 2023-06-30 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 2.09% | 24.3K | $2.6M | +0.00%(+0) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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