StockDriftsStockDriftsTop 11 Swf Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 47.85% | 918.3K | $548.7M | +45.35%(+286.50K) | $562.07(+22.36%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 24.41% | 584.1K | $279.9M | +0.00%(+0) | $250.47(+93.26%) | 2026-03-31 | |
| IJH | ISHARES TR | 11.93% | 2.03M | $136.8M | +8.41%(+157.18K) | $60.63(+21.12%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.8% | 627.7K | $78.0M | +4.74%(+28.41K) | $107.40(+26.76%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.74% | 114.0K | $65.8M | +8.57%(+9.00K) | $577.56(+24.63%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.13% | 50 | $35.9M | +0.00%(+0) | $537051.00(+35.40%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 0.07% | 20.4K | $793K | +13.62%(+2.44K) | $34.78(+19.34%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.02% | 1.5K | $263K | +7.11%(+100) | $172.83(+36.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.02% | 923 | $234K | +3.13%(+28) | $235.23(+26.77%) | 2026-03-31 | |
| CMDT | PIMCO ETF TR | 0.02% | 7.0K | $226K | new | $29.93(+16.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.80% | +67.68% |
| Top 20 Holdings Unweighted | +20.15% | +73.47% |
Sign up free to track Swf Llc, compare funds side by side, and get alerts the moment positions change.