StockDriftsStockDriftsTop 21 Kopp Family Office, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 19.39% | 439.9K | $28.2M | -6.13%(-28.74K) | $39.61(+78.79%) | 2026-03-31 | |
| AGG | ISHARES TR | 18.8% | 275.3K | $27.3M | +58.78%(+101.90K) | $99.51(-0.90%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 13.96% | 105.7K | $20.3M | -1.70%(-1.83K) | $179.86(+19.49%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 13.37% | 29.9K | $19.4M | new | $666.13(+11.81%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.41% | 226.1K | $12.2M | -31.06%(-101.87K) | $37.94(+55.59%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.43% | 138.4K | $9.3M | -50.31%(-140.10K) | $62.50(+21.74%) | 2026-03-31 | |
| VCEL | VERICEL CORP | 3.62% | 163.4K | $5.3M | +1.05%(+1.70K) | $14.82(+217.08%) | 2026-03-31 | |
| HWKN | HAWKINS INC | 2.85% | 27.0K | $4.1M | -1.21%(-331) | $119.01(+16.36%) | 2026-03-31 | |
| ATEC | ALPHATEC HLDGS INC | 2.46% | 328.7K | $3.6M | +0.00%(+0) | $9.66(-7.66%) | 2026-03-31 | |
| WK | WORKIVA INC | 2.29% | 55.9K | $3.3M | +0.00%(+0) | $88.48(-41.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.01% | +0.02% |
| Top 20 Holdings Unweighted | +3.82% | +11.91% |
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