StockDriftsStockDriftsTop 50 Freestone Capital Holdings, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.71% | 689.4K | $450.3M | +2.89%(+19.35K) | $450.09(+66.98%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.75% | 2.95M | $188.9M | +5.84%(+162.74K) | $45.83(+53.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.07% | 449.7K | $166.5M | -0.09%(-412) | $245.36(+66.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.3% | 809.8K | $141.2M | -2.36%(-19.57K) | $38.17(+517.65%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.93% | 509.1K | $129.2M | -1.62%(-8.40K) | $138.03(+116.05%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.87% | 948.4K | $94.2M | +12.59%(+106.05K) | $103.70(-4.88%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.82% | 142.6K | $92.7M | +1.29%(+1.82K) | $298.97(+150.25%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.81% | 1.18M | $92.4M | +17.60%(+176.29K) | $79.36(-1.78%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.65% | 1.61M | $87.2M | +20.13%(+270.31K) | $47.30(+26.76%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.48% | 391.6K | $81.5M | +0.61%(+2.36K) | $135.26(+97.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.55% | +79.60% |
| Top 20 Holdings Unweighted | +23.41% | +87.97% |
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