StockDriftsStockDriftsTop 39 Kitching Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 14.94% | 75.5K | $16.2M | -5.09%(-4.05K) | $171.73(+38.95%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.63% | 197.3K | $12.6M | -9.54%(-20.82K) | $49.45(+43.18%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 10.9% | 237.9K | $11.8M | +7.93%(+17.48K) | $49.66(-0.03%) | 2026-03-31 | |
| SHYG | ISHARES TR | 8.78% | 225.4K | $9.5M | -6.71%(-16.21K) | $41.98(+0.62%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 8.76% | 65.2K | $9.5M | +6.74%(+4.12K) | $126.22(+23.33%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 7.7% | 95.0K | $8.4M | -3.99%(-3.94K) | $41.60(+86.31%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.57% | 12.0K | $7.1M | +0.09%(+11) | $498.15(+37.48%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.53% | 111.3K | $6.0M | +11.89%(+11.83K) | $45.98(+28.41%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 4.94% | 81.8K | $5.4M | +0.63%(+508) | $65.05(+3.00%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 4.1% | 80.6K | $4.5M | +1.00%(+795) | $58.59(-6.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.98% | +29.42% |
| Top 20 Holdings Unweighted | +8.09% | +26.30% |
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