StockDriftsStockDriftsTop 50 WoodTrust Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR MSCI EAFE ETF | 12.44% | 992.3K | $96.4M | -7.72%(-83.00K) | $72.14(+44.67%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 4.02% | 575.9K | $31.1M | -7.69%(-47.97K) | $45.01(+31.18%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | 3.68% | 154.7K | $28.5M | -10.79%(-18.70K) | $114.14(+75.37%) | 2026-03-31 | |
| IWN | ISHARES TR RUS 2000 VAL ETF | 3.48% | 142.4K | $27.0M | -9.80%(-15.47K) | $125.89(+75.82%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | 3.27% | 98.6K | $25.4M | -9.63%(-10.51K) | $166.28(+81.17%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.26% | 52.8K | $25.3M | -7.92%(-4.54K) | $286.56(+77.20%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 3.26% | 103.2K | $25.2M | -8.39%(-9.45K) | $150.22(+75.11%) | 2026-03-31 | |
| IWO | ISHARES TR RUS 2000 GRW ETF | 3.19% | 78.8K | $24.7M | -10.79%(-9.53K) | $218.40(+77.09%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.03% | 112.6K | $23.4M | -5.61%(-6.68K) | $157.71(+53.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.94% | 61.5K | $22.8M | -3.26%(-2.08K) | $160.30(+143.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.66% | +50.76% |
| Top 20 Holdings Unweighted | +15.37% | +53.55% |
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