StockDriftsStockDriftsTop 50 Align Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AVANTIS U.S. EQUITY ETF | 21.06% | 333.3K | $37.1M | -99.07%(-35.67M) | $110.24(+15.28%) | 2026-03-31 | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 8.21% | 170.2K | $14.4M | -98.75%(-13.41M) | $80.61(+11.55%) | 2026-03-31 | |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 7.98% | 280.1K | $14.0M | -98.18%(-15.14M) | $54.25(+12.61%) | 2026-03-31 | |
| AVIG | AVANTIS CORE FIXED INCOME ETF | 7.82% | 331.1K | $13.8M | -97.45%(-12.64M) | $42.00(-1.38%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 6.28% | 56.4K | $11.1M | -99.49%(-11.09M) | $188.74(+16.12%) | 2026-03-31 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 4.27% | 93.2K | $7.5M | -98.64%(-6.77M) | $76.06(+21.53%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.55% | 19.5K | $6.2M | -99.69%(-6.25M) | $331.72(+11.17%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP ETF | 2.67% | 17.9K | $4.7M | -99.35%(-2.76M) | $256.12(+17.27%) | 2026-03-31 | |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | 2.23% | 44.5K | $3.9M | -98.85%(-3.84M) | $84.66(+16.43%) | 2026-03-31 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 2.02% | 76.8K | $3.5M | -97.31%(-2.77M) | $46.63(-1.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.66% | -13.35% |
| Top 20 Holdings Unweighted | -7.35% | -20.48% |
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