StockDriftsStockDriftsTop 50 Members Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 18.88% | 5.72M | $568.3M | +4.27%(+234.41K) | $103.83(-4.97%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 13.56% | 627.4K | $408.0M | -10.70%(-75.15K) | $340.17(+118.22%) | 2026-03-31 | |
| IEFA | ISHARES TR | 11.71% | 3.89M | $352.5M | +27.82%(+847.46K) | $66.21(+46.72%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.37% | 976.6K | $191.6M | -34.31%(-510.06K) | $103.19(+101.93%) | 2026-03-31 | |
| LQD | ISHARES TR | 5.68% | 1.57M | $171.0M | +4.39%(+66.03K) | $106.83(+1.67%) | 2026-03-31 | |
| IGSB | ISHARES TR | 5.67% | 3.24M | $170.5M | +6.00%(+183.59K) | $52.85(-0.89%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.79% | 2.13M | $144.1M | -1.39%(-30.14K) | $37.63(+94.32%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.07% | 2.45M | $122.4M | +3.81%(+90.17K) | $49.33(+1.55%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.02% | 1.27M | $121.1M | +2.88%(+35.55K) | $96.52(-2.28%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.86% | 266.0K | $116.2M | +30.44%(+62.06K) | $61.85(+41.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.60% | +21.15% |
| Top 20 Holdings Unweighted | +7.49% | +24.21% |
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