StockDriftsStockDriftsTop 35 IMPACTfolio, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | 23.84% | 499.7K | $56.1M | -2.15%(-10.96K) | $87.75(+48.88%) | 2026-03-31 | |
| ESGD | ISHARES TR | 17.07% | 420.1K | $40.2M | +5.19%(+20.74K) | $75.52(+35.52%) | 2026-03-31 | |
| ESGU | ISHARES TR | 15.71% | 261.5K | $37.0M | -9.60%(-27.75K) | $106.23(+51.99%) | 2026-03-31 | |
| EUSB | ISHARES TR | 11.47% | 620.7K | $27.0M | +3.07%(+18.50K) | $45.25(-4.27%) | 2026-03-31 | |
| ESGE | ISHARES INC | 9.38% | 485.6K | $22.1M | +8.29%(+37.19K) | $36.98(+44.90%) | 2026-03-31 | |
| SUSC | ISHARES TR | 5.93% | 603.4K | $14.0M | +5.34%(+30.60K) | $25.06(-7.91%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.04% | 67.4K | $7.2M | -16.23%(-13.05K) | $107.23(-0.55%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 2.44% | 211.6K | $5.7M | new | $27.26(+0.13%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.1% | 19.5K | $5.0M | -0.16%(-31) | $162.25(+84.21%) | 2026-03-31 | |
| SUSB | ISHARES TR | 1.88% | 176.7K | $4.4M | +6.23%(+10.36K) | $24.95(+0.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.88% | +36.33% |
| Top 20 Holdings Unweighted | +11.13% | +37.23% |
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