StockDriftsStockDriftsTop 50 55 North Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 19.41% | 1.68M | $75.8M | +4.42%(+71.17K) | $46.27(+8.00%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 10.78% | 879.3K | $42.1M | +1.58%(+13.65K) | $48.07(-0.37%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 6.72% | 527.0K | $26.2M | +1.95%(+10.10K) | $49.92(-0.49%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 6.4% | 481.6K | $25.0M | +3.76%(+17.47K) | $52.98(-1.66%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.34% | 292.0K | $24.8M | -4.40%(-13.45K) | $80.61(+10.69%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.05% | 238.8K | $11.9M | +9.71%(+21.13K) | $50.01(+0.69%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.28% | 110.8K | $8.9M | +20.57%(+18.90K) | $76.53(+20.51%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 1.72% | 197.4K | $6.7M | -9.57%(-20.89K) | $32.05(+14.74%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.58% | 14.1K | $6.2M | -2.29%(-330) | $80.62(+4.57%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.48% | 33.2K | $5.8M | +4.80%(+1.52K) | $186.26(+5.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.26% | +0.78% |
| Top 20 Holdings Unweighted | -0.17% | -0.50% |
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