StockDriftsStockDriftsTop 50 Amicus Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 15.79% | 1.27M | $57.3M | -0.64%(-8.21K) | $46.28(+7.97%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 13.95% | 687.7K | $50.6M | +1.96%(+13.23K) | $74.21(-1.31%) | 2026-03-31 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 9.03% | 841.8K | $32.8M | -1.97%(-16.91K) | $37.23(+9.80%) | 2026-03-31 | |
| BNDW | VANGUARD TOTAL WORLD BOND ETF | 8.56% | 454.7K | $31.1M | +4.19%(+18.28K) | $69.17(-1.61%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STK MKT | 7.63% | 86.4K | $27.7M | -1.86%(-1.64K) | $331.72(+7.62%) | 2026-03-31 | |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 3.73% | 583.9K | $13.6M | +1.66%(+9.56K) | $23.42(-1.40%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 2.98% | 237.1K | $10.8M | -0.98%(-2.36K) | $43.60(+12.82%) | 2026-03-31 | |
| SCHA | SCHWAB ETFS- US SMALL-CAP ETF | 2.89% | 360.3K | $10.5M | -1.33%(-4.85K) | $28.19(+17.59%) | 2026-03-31 | |
| SCHP | SCHWAB US TIPS ETF | 2.57% | 351.2K | $9.3M | +2.56%(+8.77K) | $26.72(+0.24%) | 2026-03-31 | |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 2.42% | 238.8K | $8.8M | +2.84%(+6.60K) | $37.57(-1.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.53% | +1.61% |
| Top 20 Holdings Unweighted | +0.56% | +1.70% |
Sign up free to track Amicus Financial Advisors, Llc, compare funds side by side, and get alerts the moment positions change.