StockDriftsStockDriftsTop 10 Summitas Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 48.21% | 102.9K | $61.5M | +1.91%(+1.93K) | $619.62(+10.53%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 15.96% | 219.7K | $20.4M | -13.91%(-35.50K) | $80.91(+0.78%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 8.26% | 176.9K | $10.5M | -8.68%(-16.82K) | $59.98(-1.97%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 7.75% | 14.2K | $9.9M | +2.87%(+395) | $93.69(+22.36%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.48% | 109.1K | $7.0M | -9.76%(-11.79K) | $61.19(+15.71%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 4.46% | 153.0K | $5.7M | +9.64%(+13.45K) | $36.01(+11.93%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.21% | 77.0K | $5.4M | -32.00%(-36.22K) | $66.57(+19.93%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.76% | 65.1K | $3.5M | +205.15%(+43.79K) | $53.93(+9.48%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 1.49% | 38.2K | $1.9M | -14.18%(-6.31K) | $49.92(-0.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.41% | 7.1K | $1.8M | -12.00%(-964) | $263.24(+17.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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