StockDriftsStockDriftsTop 50 Intelligent Financial Strategies Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 30.53% | 122.3K | $58.6M | -4.71%(-6.04K) | $343.99(+41.14%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 12.63% | 40.6K | $24.2M | -2.09%(-864) | $400.88(+70.23%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 11.23% | 155.8K | $21.6M | -5.58%(-9.20K) | $127.08(+22.29%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 7.19% | 43.0K | $13.8M | -5.86%(-2.68K) | $281.14(+29.73%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.65% | 140.7K | $10.9M | +1.20%(+1.68K) | $70.24(+21.12%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.73% | 123.4K | $9.1M | -1.60%(-2.01K) | $74.24(-1.42%) | 2026-03-31 | |
| AVGE | AMERICAN CENTY ETF TR | 2.97% | 64.8K | $5.7M | -0.71%(-463) | $51.61(+88.62%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.62% | 7 | $5.0M | +0.00%(+0) | $613790.64(+18.53%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.2% | 19.6K | $4.2M | -9.53%(-2.07K) | $162.58(+40.66%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.2% | 6.5K | $4.2M | +0.03%(+2) | $439.49(+69.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.27% | +53.17% |
| Top 20 Holdings Unweighted | +13.43% | +45.96% |
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