StockDriftsStockDriftsTop 50 Penobscot Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 17.96% | 793.8K | $60.8M | +1.90%(+14.82K) | $56.79(+53.85%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 14.43% | 904.6K | $48.8M | +5.31%(+45.65K) | $54.00(+0.65%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.81% | 623.8K | $40.0M | +5.13%(+30.43K) | $49.32(+43.20%) | 2026-03-31 | |
| IAGG | ISHARES TR | 4.52% | 305.7K | $15.3M | +5.33%(+15.47K) | $50.23(-0.60%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.71% | 232.1K | $12.5M | +7.69%(+16.57K) | $46.74(+28.25%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.1% | 15.0K | $10.5M | -8.18%(-1.34K) | $61.67(+83.97%) | 2026-03-31 | |
| STIP | ISHARES TR | 2.77% | 90.7K | $9.4M | +7.04%(+5.96K) | $102.32(+1.36%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 2.69% | 107.8K | $9.1M | +6.37%(+6.46K) | $89.98(+8.65%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.58% | 246.0K | $8.7M | +3.90%(+9.23K) | $26.18(+45.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.79% | 23.1K | $6.1M | +99.96%(+11.53K) | $201.77(+48.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.23% | +33.93% |
| Top 20 Holdings Unweighted | +9.44% | +31.08% |
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