StockDriftsStockDriftsTop 50 Trustbank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD 500 INDEX FUND ETF | 16.84% | 72.6K | $43.4M | +0.94%(+673) | $619.69(+10.51%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | 10.18% | 409.7K | $26.3M | +6.51%(+25.04K) | $61.32(+15.47%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST | 7.88% | 35.2K | $20.3M | +1.70%(+589) | $607.15(+17.37%) | 2026-03-31 | |
| JMTG | JPMORGAN MORTGAGE BACKED | 5.14% | 259.7K | $13.2M | +3.21%(+8.09K) | $51.03(-1.08%) | 2026-03-31 | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE | 5.03% | 119.1K | $13.0M | +0.95%(+1.13K) | $110.82(-1.97%) | 2026-03-31 | |
| IFRA | ISHARES US INFRASTRUCTURE ETF | 4.48% | 202.0K | $11.6M | +3.25%(+6.35K) | $52.79(+17.88%) | 2026-03-31 | |
| FLQM | FRANKLIN US MID CAP MULTIFACTOR | 3.92% | 183.9K | $10.1M | +0.73%(+1.33K) | $56.35(+5.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.67% | 37.3K | $9.5M | +0.82%(+302) | $263.24(+17.24%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 2.91% | 60.3K | $7.5M | +3.78%(+2.20K) | $119.60(+22.47%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.67% | 31.6K | $6.9M | +2.95%(+908) | $229.81(+13.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.33% | -30.28% |
| Top 20 Holdings Unweighted | -16.00% | -40.73% |
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