StockDriftsStockDriftsTop 50 Weil Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.29% | 54.4K | $32.5M | +4.60%(+2.39K) | $536.83(+23.93%) | 2026-03-31 | |
| BRTR | BLACKROCK ETF TRUST II | 7.14% | 633.1K | $31.8M | -0.20%(-1.25K) | $50.28(-0.37%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.05% | 106.1K | $26.9M | -0.88%(-942) | $72.42(+292.39%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.68% | 150.7K | $20.8M | -20.21%(-38.17K) | $121.38(+25.32%) | 2026-03-31 | |
| PSA | PUBLIC STORAGE OPER CO | 4.62% | 76.0K | $20.6M | +22.16%(+13.79K) | $220.18(+35.72%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.25% | 325.6K | $18.9M | +16.60%(+46.35K) | $52.34(+23.29%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.1% | 393.9K | $18.3M | +9.88%(+35.40K) | $40.22(+22.88%) | 2026-03-31 | |
| INTF | ISHARES TR | 4.01% | 458.5K | $17.9M | +1.39%(+6.27K) | $30.96(+32.02%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2.61% | 189.9K | $11.6M | +27.11%(+40.50K) | $57.95(+15.77%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.49% | 17.0K | $11.1M | -2.17%(-378) | $489.61(+47.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.60% | +35.28% |
| Top 20 Holdings Unweighted | +12.27% | +41.51% |
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