StockDriftsStockDriftsTop 50 Okabena Investment Services Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | Vanguard Ftse Developed Markets Etf | 6.8% | 550.7K | $35.3M | +3.30%(+17.61K) | $54.16(+27.56%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 Etf | 6.78% | 58.9K | $35.2M | +8.46%(+4.59K) | $511.36(+32.87%) | 2026-03-31 | |
| IVV | Ishares Core S&P 500 Etf | 6.31% | 50.1K | $32.7M | +3.73%(+1.80K) | $560.47(+32.47%) | 2026-03-31 | |
| VXUS | Vanguard Total International Stock Etf | 5.85% | 393.6K | $30.3M | +0.00%(+0) | $54.24(+53.24%) | 2026-03-31 | |
| TGT | Target Corp Com | 4.74% | 202.8K | $24.6M | -4.07%(-8.59K) | $143.23(-15.14%) | 2026-03-31 | |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 3.61% | 330.3K | $18.8M | -3.05%(-10.39K) | $39.23(+65.88%) | 2026-03-31 | |
| AAPL | Apple Inc. | 3.09% | 63.2K | $16.0M | -0.52%(-328) | $223.21(+34.51%) | 2026-03-31 | |
| DFAI | Dimensional Intern Core Eqt Mkt ETF | 3.08% | 410.8K | $16.0M | +0.00%(+0) | $29.47(+38.57%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 3.03% | 24.2K | $15.7M | -4.53%(-1.15K) | $437.57(+68.93%) | 2026-03-31 | |
| VWO | Vanguard Ftse Emerging Markets Etf | 2.91% | 279.0K | $15.1M | +4.59%(+12.25K) | $43.53(+34.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.61% | +39.03% |
| Top 20 Holdings Unweighted | +12.72% | +43.24% |
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