StockDriftsStockDriftsTop 50 GreatBanc Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 31.06% | 74.3K | $44.4M | +1.13%(+827) | $590.45(+15.57%) | 2026-03-31 | |
| VIG | Vanguard Dividend Appreciation Index Fund | 9.25% | 61.5K | $13.2M | +1.67%(+1.01K) | $210.41(+8.68%) | 2026-03-31 | |
| VO | Vanguard Mid-Cap ETF | 6.57% | 32.7K | $9.4M | -1.25%(-412) | $71.70(+7.45%) | 2026-03-31 | |
| VB | Vanguard Small-Cap ETF | 5.33% | 29.1K | $7.6M | -0.43%(-125) | $245.75(+16.24%) | 2026-03-31 | |
| VEU | Vanguard FTSE All-World Ex-Us | 4.8% | 91.4K | $6.9M | +5.30%(+4.60K) | $69.55(+19.28%) | 2026-03-31 | |
| EFA | Ishares MSCI EAFE Index Fund | 4.68% | 68.8K | $6.7M | +0.00%(+0) | $91.38(+13.62%) | 2026-03-31 | |
| IWM | iShares Russell 2000 Fund | 4.51% | 26.0K | $6.4M | -0.12%(-30) | $228.88(+23.50%) | 2026-03-31 | |
| IJH | Ishares Core S&P Mid-Cap ETF | 4.12% | 87.3K | $5.9M | -0.29%(-250) | $63.64(+14.91%) | 2026-03-31 | |
| USFR | WisdomTree Floating Rate Treasury Fd ETF | 2.57% | 73.1K | $3.7M | +126.39%(+40.80K) | $50.31(+0.21%) | 2026-03-31 | |
| SGOV | iShares TR iShares 0-3 Month Treas B ETF | 2.15% | 30.5K | $3.1M | new | $100.52(-0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.28% | +23.46% |
| Top 20 Holdings Unweighted | +3.57% | +11.10% |
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