StockDriftsStockDriftsTop 50 Heritage Family Offices, Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMMD | ISHARES TR | 5.16% | 152.4K | $11.6M | -32.20%(-72.39K) | $64.47(+33.42%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 4.74% | 227.9K | $10.7M | -32.97%(-112.09K) | $36.96(+39.70%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.56% | 82.7K | $8.0M | -23.57%(-25.49K) | $79.49(+28.37%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.27% | 86.9K | $7.4M | +605.55%(+74.56K) | $83.16(+7.30%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.17% | 111.6K | $7.2M | +552.76%(+94.52K) | $62.96(+9.57%) | 2026-03-31 | |
| USHY | ISHARES TR | 2.74% | 167.6K | $6.2M | -29.52%(-70.19K) | $36.49(+1.34%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.71% | 9.3K | $6.1M | -8.60%(-879) | $555.06(+30.97%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.55% | 71.5K | $5.8M | +561.07%(+60.68K) | $78.39(+17.66%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.47% | 21.9K | $5.6M | +32.06%(+5.33K) | $215.31(+31.98%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.16% | 49.1K | $4.9M | -29.86%(-20.91K) | $97.77(+1.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.29% | +16.72% |
| Top 20 Holdings Unweighted | +5.10% | +16.08% |
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