StockDriftsStockDriftsTop 50 Washington Trust Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAE | DIMENSIONAL ETF TRUST | 6.51% | 2.61M | $88.3M | +3.21%(+80.97K) | $30.39(+27.81%) | 2026-03-31 | |
| PCAR | PACCAR INC | 6.4% | 750.8K | $86.7M | -0.06%(-442) | $44.06(+171.24%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.99% | 1.14M | $81.2M | -1.19%(-13.75K) | $63.11(+29.19%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.76% | 254.1K | $64.5M | -1.87%(-4.85K) | $103.29(+198.79%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.2% | 1.08M | $56.9M | -1.37%(-14.95K) | $42.43(+29.33%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.14% | 151.5K | $56.1M | -3.80%(-5.98K) | $200.31(+94.95%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.82% | 296.7K | $51.8M | -6.94%(-22.13K) | $75.69(+157.42%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.14% | 65.2K | $42.6M | -3.06%(-2.06K) | $163.06(+358.99%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.89% | 126.7K | $39.2M | -7.95%(-10.94K) | $171.04(+110.74%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.64% | 247.6K | $35.8M | -2.11%(-5.34K) | $121.62(+24.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.61% | +54.51% |
| Top 20 Holdings Unweighted | +17.28% | +61.31% |
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