StockDriftsStockDriftsTop 50 WHI TRUST Co LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES CORE US AGGREGATE BOND FUND | 30.27% | 404.8K | $40.2M | +8.93%(+33.20K) | $100.02(-1.35%) | 2026-03-31 | |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 28.36% | 549.7K | $37.6M | +4.09%(+21.58K) | $66.14(+14.08%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 19.84% | 40.3K | $26.3M | +1.37%(+545) | $677.01(+10.15%) | 2026-03-31 | |
| IEF | ISHARES TR BARCLAYS 7 10 YR | 5.31% | 73.9K | $7.1M | +0.83%(+612) | $96.31(-2.06%) | 2026-03-31 | |
| IWV | ISHARES RUSSELL 3000 INDEX FUND | 4.77% | 17.1K | $6.3M | -3.21%(-567) | $382.90(+9.71%) | 2026-03-31 | |
| SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | 1.42% | 22.9K | $1.9M | +1.82%(+409) | $82.89(-0.84%) | 2026-03-31 | |
| ACWI | ISHARES MSCI ACWI | 1.31% | 12.6K | $1.7M | +3.79%(+458) | $139.87(+11.45%) | 2026-03-31 | |
| DSI | ISHARES MSCI KLD 400 SOCIAL INDEX FUND ETF | 1.12% | 12.3K | $1.5M | +0.00%(+0) | $127.39(+10.87%) | 2026-03-31 | |
| SUSA | iShares MSCI USA ESG Select ETF | 1% | 10.0K | $1.3M | +0.00%(+0) | $137.50(+9.08%) | 2026-03-31 | |
| MSFT | MICROSOFT | 0.68% | 2.4K | $902K | +0.00%(+0) | $500.79(-19.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.23% | -17.54% |
| Top 20 Holdings Unweighted | -20.49% | -49.73% |
Sign up free to track WHI TRUST Co LLC, compare funds side by side, and get alerts the moment positions change.