StockDriftsStockDriftsTop 50 AA Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.81% | 803.4K | $34.2M | +6.38%(+48.18K) | $34.64(+37.98%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.72% | 128.0K | $33.5M | -1.97%(-2.57K) | $217.88(+31.11%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.15% | 733.5K | $29.5M | +95.59%(+358.47K) | $39.08(+18.54%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.05% | 740.2K | $28.8M | new | $39.23(+10.18%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 2.9% | 536.2K | $20.6M | +26.36%(+111.85K) | $33.82(+28.52%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.75% | 246.6K | $19.5M | +107.42%(+127.72K) | $78.70(+0.40%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.55% | 509.9K | $18.1M | +465.95%(+419.79K) | $34.75(+9.59%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.54% | 56.3K | $18.1M | +2.71%(+1.49K) | $244.15(+49.38%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.54% | 130.2K | $18.0M | -23.76%(-40.56K) | $118.03(+31.67%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.43% | 255.0K | $17.2M | +75.61%(+109.81K) | $63.16(+15.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.07% | +29.77% |
| Top 20 Holdings Unweighted | +8.88% | +29.07% |
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