StockDriftsStockDriftsTop 50 Acorn Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 6.32% | 557.7K | $21.7M | +24.67%(+110.36K) | $37.31(+15.85%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.89% | 274.4K | $20.2M | +2.99%(+7.96K) | $72.58(+0.82%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.66% | 409.3K | $12.6M | +0.91%(+3.71K) | $18.67(+70.07%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 2.52% | 89.4K | $8.6M | -0.30%(-272) | $77.20(+28.84%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.39% | 281.5K | $8.2M | +7.21%(+18.93K) | $26.97(+27.24%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.98% | 31.6K | $6.8M | +12.26%(+3.45K) | $138.15(+65.53%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 1.8% | 176.5K | $6.2M | +16.01%(+24.36K) | $31.51(+16.61%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 1.79% | 145.2K | $6.1M | +2.33%(+3.31K) | $42.01(+0.55%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.78% | 16.5K | $6.1M | +2.58%(+415) | $151.29(+167.83%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 1.69% | 43.6K | $5.8M | -2.78%(-1.25K) | $71.46(+147.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.80% | +25.29% |
| Top 20 Holdings Unweighted | +9.02% | +29.59% |
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