StockDriftsStockDriftsTop 50 Allegiance Financial Group Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.45% | 163.8K | $52.5M | +7.11%(+10.87K) | $248.20(+48.57%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 10.14% | 632.8K | $51.0M | +4.32%(+26.18K) | $58.50(+55.27%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 6.73% | 339.0K | $33.8M | +1.23%(+4.13K) | $63.44(+64.60%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.56% | 619.4K | $27.9M | +6.82%(+39.52K) | $35.05(+47.04%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.42% | 246.6K | $27.2M | +5.40%(+12.62K) | $84.07(+46.91%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 4.91% | 593.9K | $24.7M | +9.91%(+53.53K) | $41.39(+0.07%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.88% | 511.9K | $24.5M | +10.59%(+49.00K) | $47.14(+1.30%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 4.52% | 303.4K | $22.7M | +4.55%(+13.21K) | $52.68(+48.86%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.1% | 529.0K | $20.6M | +5.51%(+27.64K) | $29.63(+40.35%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.07% | 244.6K | $20.4M | +6.02%(+13.89K) | $65.79(+36.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.40% | +42.00% |
| Top 20 Holdings Unweighted | +10.39% | +34.52% |
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