StockDriftsStockDriftsTop 50 Greenwood Capital Associates Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.98% | 55.3K | $36.1M | -7.31%(-4.36K) | $490.35(+52.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.94% | 141.1K | $35.8M | -4.04%(-5.94K) | $149.50(+99.91%) | 2026-03-31 | |
| BBEU | J P MORGAN EXCHANGE TRADED F | 3.05% | 382.9K | $27.7M | +1.12%(+4.22K) | $60.40(+27.11%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.98% | 94.2K | $27.1M | -10.24%(-10.75K) | $122.95(+227.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.91% | 71.2K | $26.4M | +10.48%(+6.76K) | $302.76(+33.84%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.81% | 78.9K | $16.4M | -3.85%(-3.16K) | $157.08(+71.96%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 1.72% | 460.5K | $15.6M | +18.01%(+70.30K) | $28.93(+29.70%) | 2026-03-31 | |
| EMXC | ISHARES INC | 1.66% | 191.8K | $15.1M | -0.38%(-736) | $55.87(+72.07%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.65% | 31.2K | $15.0M | -8.07%(-2.74K) | $365.49(+32.84%) | 2026-03-31 | |
| GVI | ISHARES TR | 1.63% | 138.7K | $14.8M | +1.30%(+1.77K) | $111.21(-4.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.15% | +41.07% |
| Top 20 Holdings Unweighted | +11.54% | +38.76% |
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