StockDriftsStockDriftsTop 14 Gp Brinson Investments Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 40.16% | 275.8K | $88.5M | +0.00%(+0) | $213.23(+67.42%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 22.62% | 777.8K | $49.8M | +0.00%(+0) | $47.02(+46.69%) | 2026-03-31 | |
| AGG | ISHARES TR | 12.64% | 280.6K | $27.9M | +0.00%(+0) | $96.84(+1.99%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.82% | 359.7K | $19.4M | +0.00%(+0) | $45.99(+29.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.84% | 42.0K | $10.7M | +0.00%(+0) | $127.42(+123.03%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 4.07% | 136.6K | $9.0M | +0.00%(+0) | $63.55(+4.93%) | 2026-03-31 | |
| REET | ISHARES TR | 2.13% | 186.3K | $4.7M | +0.00%(+0) | $25.02(+8.63%) | 2026-03-31 | |
| OBDC | BLUE OWL CAPITAL CORPORATION | 2.03% | 404.2K | $4.5M | +0.00%(+0) | $13.65(-12.76%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 1.13% | 65.9K | $2.5M | -75.72%(-205.55K) | $25.24(+52.55%) | 2026-03-31 | |
| CMG | CHIPOTLE MEXICAN GRILL INC | 0.73% | 50.0K | $1.6M | +0.00%(+0) | $28.08(+15.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.11% | +33.51% |
| Top 20 Holdings Unweighted | +4.45% | +13.96% |
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