StockDriftsStockDriftsTop 50 Kathleen S. Wright Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.74% | 47.3K | $29.0M | +4.44%(+2.01K) | $439.02(+44.42%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 9.13% | 49.0K | $24.6M | -2.57%(-1.29K) | $295.10(+69.36%) | 2025-09-30 | |
| MOAT | VANECK ETF TRUST | 6.18% | 168.2K | $16.7M | +2.83%(+4.63K) | $78.36(+36.36%) | 2025-09-30 | |
| SGOV | ISHARES TR | 5% | 133.8K | $13.5M | -9.46%(-13.97K) | $100.38(+0.07%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.2% | 23.6K | $11.3M | +1.36%(+318) | $284.12(+71.81%) | 2025-09-30 | |
| VO | VANGUARD INDEX FDS | 3.45% | 31.7K | $9.3M | +3.25%(+999) | $230.40(+28.91%) | 2025-09-30 | |
| EES | WISDOMTREE TR | 2.78% | 134.1K | $7.5M | -0.43%(-579) | $49.92(+18.65%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.69% | 22.1K | $7.3M | +3.56%(+760) | $246.31(+38.10%) | 2025-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.65% | 79.9K | $7.2M | +1.15%(+907) | $75.71(+23.43%) | 2025-09-30 | |
| AXP | AMERICAN EXPRESS CO | 2.44% | 20.1K | $6.6M | -1.68%(-344) | $166.63(+129.84%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.61% | +75.45% |
| Top 20 Holdings Unweighted | +20.63% | +75.54% |
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