StockDriftsStockDriftsTop 50 Legacy Private Trust Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.35% | 330.5K | $215.9M | -0.75%(-2.50K) | $331.92(+119.02%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 9.66% | 487.4K | $156.4M | -1.51%(-7.49K) | $208.49(+71.23%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.45% | 1.12M | $71.9M | -1.90%(-21.70K) | $46.32(+48.93%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 4.33% | 886.0K | $70.0M | -0.76%(-6.79K) | $63.95(+37.38%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.98% | 189.7K | $48.2M | -1.51%(-2.92K) | $83.03(+242.26%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.72% | 252.3K | $44.0M | -3.37%(-8.80K) | $6.83(+2776.02%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.14% | 168.4K | $34.7M | -2.79%(-4.84K) | $156.44(+46.56%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.08% | 117.2K | $33.7M | -2.95%(-3.56K) | $71.95(+439.89%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 1.99% | 1.28M | $32.2M | -3.79%(-50.45K) | $13.86(+101.62%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.75% | 91.7K | $28.4M | +1.00%(+905) | $53.97(+691.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.87% | +51.58% |
| Top 20 Holdings Unweighted | +15.46% | +53.94% |
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