StockDriftsStockDriftsTop 14 Jordan Park Trust Co LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IOT | SAMSARA INC | 92.73% | 3.83M | $121.5M | +0.00%(+0) | $42.55(-35.32%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING | 1.62% | 30.5K | $2.1M | +0.00%(+0) | $54.82(+49.69%) | 2026-03-31 | |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 1.45% | 82.9K | $1.9M | +0.00%(+0) | $23.14(-1.92%) | 2026-03-31 | |
| IAU | ISHARES GOLD TRUST | 1.25% | 18.7K | $1.6M | +0.00%(+0) | $49.60(+77.78%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.46% | 3.4K | $597K | +0.00%(+0) | $128.14(+76.23%) | 2026-03-31 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX | 0.44% | 11.6K | $579K | +0.00%(+0) | $49.30(+1.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.38% | 2.0K | $496K | +0.46%(+9) | $232.50(+28.55%) | 2026-03-31 | |
| VNQ | VANGUARD REAL ESTATE ETF | 0.37% | 5.5K | $489K | +0.00%(+0) | $93.25(+2.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.3% | 1.0K | $388K | +0.00%(+0) | $427.50(-5.21%) | 2026-03-31 | |
| XLV | STATE STREET HEALTH CARE SELECT | 0.23% | 2.0K | $299K | +0.00%(+0) | $146.99(-0.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -20.11% | -49.02% |
| Top 20 Holdings Unweighted | +10.36% | +34.43% |
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