StockDriftsStockDriftsTop 47 Five Pine Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 14.81% | 323.5K | $23.8M | +4.18%(+12.99K) | $73.57(-0.44%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 12.84% | 275.2K | $20.7M | -1.34%(-3.74K) | $61.06(+33.09%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8.8% | 32.4K | $14.2M | -0.76%(-249) | $66.11(+27.52%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.73% | 63.4K | $12.4M | -0.93%(-595) | $172.23(+19.91%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.58% | 17.7K | $10.6M | +2.60%(+449) | $535.34(+24.28%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.32% | 170.8K | $10.2M | +7.98%(+12.62K) | $59.52(-0.80%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.34% | 32.8K | $8.6M | +0.14%(+47) | $238.40(+20.25%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.69% | 18.5K | $5.9M | +1.43%(+261) | $291.53(+22.46%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.48% | 116.4K | $5.6M | +9.31%(+9.91K) | $49.35(-2.95%) | 2026-03-31 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 3.32% | 78.1K | $5.3M | +26.63%(+16.42K) | $69.06(-1.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.27% | +13.38% |
| Top 20 Holdings Unweighted | +4.26% | +13.35% |
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