StockDriftsStockDriftsTop 50 Accredited Investor Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 36.87% | 516.5K | $57.4M | +4.93%(+24.28K) | $97.12(+28.79%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 18.89% | 866.3K | $29.4M | +1.42%(+12.10K) | $26.15(+43.50%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 15.07% | 468.3K | $23.5M | +5.37%(+23.85K) | $44.99(+36.42%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.98% | 56.1K | $6.2M | +3.64%(+1.97K) | $95.77(+23.02%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.06% | 82.7K | $3.2M | -1.36%(-1.14K) | $34.44(+25.49%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 1.82% | 32.1K | $2.8M | +4.54%(+1.40K) | $51.16(+72.39%) | 2026-03-31 | |
| USMV | ISHARES TR | 1.48% | 24.9K | $2.3M | -0.78%(-196) | $92.73(+1.70%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.23% | 3.0K | $1.9M | +9.24%(+250) | $586.48(+26.57%) | 2026-03-31 | |
| SUB | ISHARES TR | 1.15% | 16.8K | $1.8M | -2.20%(-379) | $105.54(+0.68%) | 2026-03-31 | |
| MUB | ISHARES TR | 1.07% | 15.7K | $1.7M | -3.10%(-501) | $105.94(+0.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.50% | +42.39% |
| Top 20 Holdings Unweighted | +6.30% | +20.12% |
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