StockDriftsStockDriftsTop 43 Trevian Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 44.76% | 151.8K | $90.7M | +4.70%(+6.81K) | $440.33(+54.98%) | 2026-03-31 | |
| ITOT | ISHARES TR | 15.48% | 220.2K | $31.4M | +5.65%(+11.78K) | $132.20(+22.53%) | 2026-03-31 | |
| NBN | NORTHEAST BK PORTLAND ME | 7.8% | 140.6K | $15.8M | +0.00%(+2) | $37.32(+217.82%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.35% | 33.0K | $6.8M | +0.92%(+302) | $166.09(+37.04%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.06% | 96.6K | $6.2M | +5.24%(+4.81K) | $50.07(+41.07%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.04% | 19.2K | $6.2M | -3.42%(-681) | $224.52(+62.44%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.87% | 107.7K | $5.8M | +1.31%(+1.40K) | $44.43(+34.91%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.63% | 47.5K | $3.3M | +3.16%(+1.45K) | $60.46(+35.70%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.62% | 11.4K | $3.3M | -0.27%(-31) | $149.82(+166.34%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.51% | 8.3K | $3.1M | -0.97%(-81) | $357.29(+13.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.28% | +91.95% |
| Top 20 Holdings Unweighted | +21.41% | +78.94% |
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