StockDriftsStockDriftsTop 50 Greykasell Wealth Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD SHARES | 4.77% | 27.5K | $11.8M | -0.99%(-276) | $256.12(+47.64%) | 2026-03-31 | |
| IOO | ISHARES GLOBAL 100 ETF | 4.46% | 91.4K | $11.1M | -4.64%(-4.45K) | $100.33(+36.76%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.4% | 43.0K | $10.9M | +0.31%(+132) | $233.44(+32.21%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3.88% | 96.9K | $9.6M | +0.72%(+697) | $98.87(-0.27%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.53% | 30.5K | $8.8M | -2.49%(-777) | $185.80(+93.71%) | 2026-03-31 | |
| FBND | FIDELITY TOTAL BOND ETF | 3.27% | 177.7K | $8.1M | +1.65%(+2.88K) | $45.62(-0.33%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.06% | 11.6K | $7.6M | -0.31%(-36) | $591.57(+26.52%) | 2026-03-31 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 2.28% | 71.9K | $5.7M | +7.35%(+4.93K) | $59.48(+63.03%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.2% | 26.2K | $5.5M | -3.55%(-963) | $204.74(+18.53%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2.19% | 59.9K | $5.4M | +0.73%(+436) | $75.76(+28.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.44% | +38.40% |
| Top 20 Holdings Unweighted | +11.94% | +40.25% |
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