StockDriftsStockDriftsTop 50 Union Savings Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | 16.09% | 488.2K | $36.7M | +1.27%(+6.12K) | $59.29(+37.74%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC COM | 10.07% | 32 | $23.0M | +0.00%(+0) | $499762.07(+40.06%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 6.17% | 208.6K | $14.1M | +30.06%(+48.21K) | $54.84(+33.60%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TRUST | 5.42% | 19.0K | $12.4M | -0.62%(-119) | $434.86(+66.44%) | 2026-03-31 | |
| IWM | ISHARES RUSSELL 2000 INDEX | 2.66% | 24.5K | $6.1M | +0.79%(+191) | $189.25(+49.30%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.65% | 16.3K | $6.0M | +0.02%(+4) | $314.20(+30.93%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 2.55% | 39.3K | $5.8M | -2.08%(-833) | $105.22(+48.58%) | 2026-03-31 | |
| AAPL | APPLE INCORPORATED | 2.33% | 21.0K | $5.3M | -1.56%(-332) | $178.25(+59.43%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 2.24% | 30.1K | $5.1M | -1.67%(-512) | $110.53(+40.12%) | 2026-03-31 | |
| GVI | ETF ISHS INTER GOVT CR BD | 1.93% | 41.3K | $4.4M | +8.39%(+3.20K) | $105.68(+0.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.56% | +54.33% |
| Top 20 Holdings Unweighted | +15.12% | +52.58% |
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