StockDriftsStockDriftsTop 50 Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth S Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 18.19% | 63.1K | $20.2M | +10.23%(+5.86K) | $331.38(+10.06%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 6% | 30.7K | $6.7M | +13.39%(+3.63K) | $210.75(+9.14%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.93% | 141.2K | $5.5M | +0.00%(+0) | $39.08(+10.59%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 4.29% | 32.7K | $4.8M | +10.59%(+3.13K) | $143.10(+12.57%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 3.81% | 14.0K | $4.2M | +10.44%(+1.33K) | $300.08(+14.36%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.71% | 21.1K | $4.1M | +6.53%(+1.29K) | $189.04(+10.23%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.51% | 74.1K | $3.9M | +7.72%(+5.31K) | $48.25(+15.34%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.25% | 13.8K | $3.6M | +10.15%(+1.27K) | $256.47(+11.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.23% | 14.2K | $3.6M | -2.64%(-385) | $263.24(+13.53%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.19% | 46.0K | $3.5M | +12.79%(+5.22K) | $74.66(+13.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.30% | +0.90% |
| Top 20 Holdings Unweighted | +6.50% | +20.79% |
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