StockDriftsStockDriftsTop 50 Aerodigm Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 11.59% | 216.3K | $30.8M | +2.85%(+5.99K) | $105.66(+53.31%) | 2026-03-31 | |
| IDEV | ISHARES TR | 8.41% | 267.3K | $22.3M | +3.13%(+8.10K) | $66.38(+34.89%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.9% | 403.6K | $15.7M | +1.08%(+4.33K) | $28.23(+53.11%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.74% | 256.1K | $15.2M | +10.75%(+24.85K) | $59.04(-0.09%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.59% | 231.6K | $14.8M | -1.51%(-3.54K) | $45.53(+55.12%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 5.28% | 140.6K | $14.0M | +1.66%(+2.30K) | $66.54(+65.41%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.15% | 396.2K | $13.7M | +3.85%(+14.68K) | $26.14(+54.59%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.51% | 37.4K | $12.0M | +4.94%(+1.76K) | $274.83(+32.70%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 2.96% | 199.1K | $7.9M | -0.11%(-217) | $28.07(+50.70%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 2.9% | 66.2K | $7.7M | new | $115.69(+0.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.02% | +48.23% |
| Top 20 Holdings Unweighted | +13.28% | +45.38% |
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