Top 50 Grove Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 8.39% | 124.2K | $74.2M | +2.21%(+2.69K) | $384.07(+73.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.64% | 161.6K | $41.0M | -1.78%(-2.93K) | $100.11(+183.88%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.6% | 602.6K | $40.7M | -13.46%(-93.74K) | $46.96(+56.03%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.89% | 276.7K | $34.4M | -0.03%(-89) | $80.79(+70.95%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.42% | 333.8K | $30.2M | +3.17%(+10.26K) | $69.92(+36.48%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.29% | 44.6K | $29.1M | -2.69%(-1.23K) | $390.93(+85.96%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.93% | 371.7K | $25.9M | +3.45%(+12.39K) | $53.51(+49.80%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.21% | 112.1K | $19.6M | -2.32%(-2.66K) | $46.40(+323.45%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.04% | 308.2K | $18.0M | +96206.25%(+307.86K) | $58.63(-0.62%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 1.71% | 247.1K | $15.1M | +113.29%(+131.27K) | $48.09(+23.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.63% | +42.89% |
| Top 20 Holdings Unweighted | +12.47% | +42.26% |
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