StockDriftsStockDriftsTop 50 Monterey Private Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.58% | 192.5K | $52.9M | +6.34%(+11.47K) | — | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.37% | 759.1K | $38.6M | +5.99%(+42.90K) | — | 2025-03-31 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 9.88% | 42 | $33.5M | new | — | 2025-03-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.83% | 37.2K | $19.8M | -0.28%(-104) | — | 2025-03-31 | |
| AAPL | APPLE INC | 5.11% | 78.1K | $17.4M | -0.43%(-335) | — | 2025-03-31 | |
| VB | VANGUARD INDEX FDS | 4.54% | 69.6K | $15.4M | +4.45%(+2.97K) | — | 2025-03-31 | |
| DGRW | WISDOMTREE TR | 3.17% | 134.7K | $10.8M | +6.15%(+7.80K) | — | 2025-03-31 | |
| EFA | ISHARES TR | 2.79% | 115.8K | $9.5M | -1.27%(-1.48K) | — | 2025-03-31 | |
| DGRO | ISHARES TR | 2.69% | 147.8K | $9.1M | +2.37%(+3.42K) | — | 2025-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.63% | 147.1K | $8.9M | +1.98%(+2.86K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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