StockDriftsStockDriftsTop 50 &Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.49% | 2.78M | $706.0M | +4.88%(+129.35K) | $223.77(+34.17%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.75% | 851.1K | $556.9M | +9.85%(+76.29K) | $588.60(+26.14%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.6% | 7.78M | $526.0M | +11.21%(+784.06K) | $61.27(+17.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.58% | 1.41M | $523.0M | +6.49%(+86.02K) | $444.36(-5.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.27% | 2.64M | $460.2M | +6.71%(+166.24K) | $146.27(+54.05%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.92% | 3.92M | $389.1M | +13.73%(+472.71K) | $99.08(-1.07%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.75% | 9.11M | $355.0M | +8.87%(+741.60K) | $32.35(+26.23%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.48% | 3.30M | $299.4M | +5.39%(+168.92K) | $77.12(+23.45%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.35% | 883.6K | $273.5M | +2.60%(+22.36K) | $219.44(+93.76%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.31% | 936.6K | $265.3M | +2.48%(+22.62K) | $246.37(+20.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.10% | +52.47% |
| Top 20 Holdings Unweighted | +16.76% | +59.19% |
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