StockDriftsStockDriftsTop 50 North Berkeley Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SSD | SIMPSON MFG INC | 7.22% | 79.6K | $13.7M | +0.00%(+0) | $178.49(+0.07%) | 2026-03-31 | |
| NUSC | NUSHARES ETF TR | 7% | 293.9K | $13.2M | +2.85%(+8.15K) | $42.05(+14.19%) | 2026-03-31 | |
| ACWI | ISHARES TR | 6.29% | 86.0K | $11.9M | +6.11%(+4.96K) | $119.60(+28.83%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.61% | 93.8K | $10.6M | +6.79%(+5.96K) | $100.14(+36.53%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.44% | 147.5K | $10.3M | +1.51%(+2.20K) | $54.94(+44.68%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 5.27% | 421.2K | $10.0M | +151.63%(+253.82K) | $23.32(+8.64%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.68% | 89.1K | $8.8M | +132.61%(+50.80K) | $99.49(-1.47%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.54% | 69.1K | $8.6M | +8.85%(+5.62K) | $114.88(+16.59%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.17% | 12.1K | $7.9M | +109.42%(+6.31K) | $632.98(+17.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.82% | 28.5K | $7.2M | +3.02%(+837) | $232.93(+28.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.91% | +32.79% |
| Top 20 Holdings Unweighted | +12.66% | +43.01% |
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