StockDriftsStockDriftsTop 48 Stembrook Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 34.72% | 139.7K | $35.5M | new | $262.82(+17.43%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 16.71% | 26.2K | $17.1M | new | $666.13(+11.81%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.25% | 147.4K | $9.4M | new | $63.28(+11.91%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 8.29% | 115.0K | $8.5M | new | $73.85(-1.01%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 6.88% | 140.8K | $7.0M | new | $50.09(+0.88%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.94% | 14.6K | $3.0M | new | $207.46(+17.25%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.22% | 3.9K | $2.3M | new | $595.74(+19.61%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.64% | 5.8K | $1.7M | new | $300.28(+19.86%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 1.35% | 6.4K | $1.4M | new | $214.52(+13.38%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.35% | 2.9K | $1.4M | new | $490.93(+3.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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