StockDriftsStockDriftsTop 50 Investrust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 6.24% | 231.6K | $14.8M | +0.79%(+1.81K) | $50.98(+35.31%) | 2026-03-31 | |
| IBDS | ISHARES TR | 3.54% | 347.8K | $8.4M | +1.13%(+3.89K) | $24.17(-0.02%) | 2026-03-31 | |
| IBDT | ISHARES TR | 3.35% | 314.5K | $8.0M | +2.93%(+8.94K) | $25.24(-0.09%) | 2026-03-31 | |
| IJJ | ISHARES TR | 3.32% | 59.6K | $7.9M | +0.00%(+0) | $124.29(+14.07%) | 2026-03-31 | |
| IBDR | ISHARES TR | 3.3% | 324.1K | $7.9M | -2.85%(-9.51K) | $24.19(+0.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.88% | 18.5K | $6.9M | -5.28%(-1.03K) | $425.90(-3.41%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.78% | 26.1K | $6.6M | -1.91%(-508) | $241.71(+17.57%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 2.69% | 37.7K | $6.4M | -4.82%(-1.91K) | $112.39(+37.80%) | 2026-03-31 | |
| IBDU | ISHARES TR | 2.67% | 273.1K | $6.4M | +8.16%(+20.59K) | $23.05(+0.47%) | 2026-03-31 | |
| IJK | ISHARES TR | 2.55% | 60.4K | $6.1M | +0.00%(+0) | $91.43(+20.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.41% | +17.12% |
| Top 20 Holdings Unweighted | +5.73% | +18.18% |
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