StockDriftsStockDriftsTop 50 Matrix Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ILCV | ISHARES TR | 10.31% | 666.4K | $62.1M | +0.00%(+7) | $57.75(+73.72%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 8.29% | 2.02M | $49.9M | -0.28%(-5.59K) | $16.50(+65.53%) | 2026-03-31 | |
| VEA | VANGUARD TAX MANAGED INTL FD | 7.85% | 737.9K | $47.3M | -0.22%(-1.60K) | $51.36(+37.51%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.76% | 753.2K | $40.7M | -0.29%(-2.20K) | $48.77(+22.89%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 6.19% | 1.45M | $37.2M | -0.25%(-3.70K) | $11.93(+144.48%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 6.06% | 1.37M | $36.5M | -7.41%(-109.66K) | $28.55(-6.17%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.83% | 44.5K | $29.1M | -0.53%(-236) | $560.80(+32.98%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.43% | 44.6K | $26.7M | +0.05%(+24) | $505.94(+34.88%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.26% | 258.5K | $25.7M | -1.73%(-4.54K) | $104.38(-5.47%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.2% | 243.3K | $19.3M | -1.83%(-4.53K) | $82.07(-3.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.16% | +30.08% |
| Top 20 Holdings Unweighted | +8.24% | +26.82% |
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