StockDriftsStockDriftsTop 50 Accredited Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 11.51% | 7.2K | $15.4M | -94.76%(-130.67K) | $97.99(+15.62%) | 2025-09-30 | |
| IXUS | ISHARES TR | 7.38% | 24.3K | $9.9M | -78.21%(-87.13K) | $68.87(+23.75%) | 2025-09-30 | |
| MOAT | VANECK ETF TRUST | 6.37% | 3.6K | $8.5M | -95.64%(-79.18K) | $96.16(+8.87%) | 2025-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.74% | 18.6K | $7.7M | -92.92%(-243.82K) | $28.17(-1.88%) | 2025-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.88% | 14.0K | $6.6M | -89.21%(-115.46K) | $45.57(+1.80%) | 2025-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4% | 2.2K | $5.4M | -91.16%(-23.00K) | $199.49(+11.54%) | 2025-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.67% | 2.4K | $4.9M | -95.74%(-53.04K) | $83.60(+10.32%) | 2025-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.61% | 5.1K | $4.8M | -93.29%(-70.40K) | $58.41(+0.53%) | 2025-09-30 | |
| QLTY | 2023 ETF SERIES TRUST II | 2.67% | 3.9K | $3.6M | -95.51%(-82.95K) | $32.47(+20.13%) | 2025-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.61% | 6.6K | $3.5M | -70.16%(-15.53K) | $66.79(+6.57%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.66% | +7.89% |
| Top 20 Holdings Unweighted | +12.40% | +9.16% |
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