StockDriftsStockDriftsTop 50 Allen Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 15.63% | 159.2K | $31.2M | +4.08%(+6.24K) | $149.25(+46.85%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 13.41% | 962.1K | $26.8M | +4.70%(+43.20K) | $23.37(+33.81%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 9.41% | 108.6K | $18.8M | +8.46%(+8.47K) | $124.67(+20.67%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.71% | 292.0K | $15.4M | +12.43%(+32.27K) | $48.38(+13.42%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 7.52% | 52.3K | $15.0M | +17.20%(+7.68K) | $72.87(+10.48%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 7.04% | 96.0K | $14.1M | new | $150.71(+8.65%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.91% | 34.3K | $5.8M | -3.33%(-1.18K) | $108.78(+26.03%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.76% | 26.6K | $5.5M | -0.82%(-220) | $158.02(+7.07%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 2.48% | 94.3K | $5.0M | -11.06%(-11.73K) | $42.87(+21.45%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 1.86% | 6.1K | $3.7M | -6.28%(-411) | $435.30(+25.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.93% | +44.03% |
| Top 20 Holdings Unweighted | +13.99% | +48.13% |
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