StockDriftsStockDriftsTop 32 Regis Management Co Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 37.09% | 459.6K | $123K | -0.60%(-2.79K) | — | 2024-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 16.01% | 1.07M | $53K | +0.73%(+7.75K) | — | 2024-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 8.16% | 618.2K | $27K | +0.71%(+4.33K) | — | 2024-06-30 | |
| EFA | ISHARES MSCI EAFE INDEX ETF | 5.39% | 228.0K | $18K | +0.00%(+0) | — | 2024-06-30 | |
| BRKB | BERKSHIRE HATHAWAY (CLASS B) | 4.05% | 33.0K | $13K | +0.00%(+0) | — | 2024-06-30 | |
| IWV | ISHARES RUSSELL 3000 INDEX ETF | 3.29% | 35.3K | $11K | +0.00%(+0) | — | 2024-06-30 | |
| IYR | ISHARES DOW JONES U.S. REAL ESTATE ETF | 3.27% | 123.6K | $11K | +0.01%(+13) | — | 2024-06-30 | |
| SCHB | SCHWAB US BROAD MARKET ETF | 3.02% | 159.0K | $10K | +0.00%(+0) | — | 2024-06-30 | |
| BRKA | BERKSHIRE HATHAWAY (CLASS A) | 1.85% | 10 | $6K | +0.00%(+0) | — | 2024-06-30 | |
| VNQ | VANGUARD REIT ETF | 1.74% | 68.9K | $6K | +0.03%(+20) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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