StockDriftsStockDriftsTop 50 Approach Retirement Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 16.66% | 515.4K | $20.0M | +1.70%(+8.62K) | $39.08(+9.23%) | 2026-03-31 | |
| AFL | AFLAC INC | 9.73% | 106.6K | $11.7M | +0.00%(+0) | $110.98(+3.13%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.15% | 175.2K | $7.4M | +14.60%(+22.32K) | $42.63(-0.88%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.43% | 136.4K | $6.5M | -0.02%(-33) | $48.07(-0.37%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 5.31% | 57.4K | $6.4M | +2.00%(+1.13K) | $110.26(+11.65%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.27% | 110.7K | $3.9M | -0.34%(-378) | $33.63(+10.84%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.85% | 87.8K | $3.4M | +4.95%(+4.14K) | $37.29(+9.62%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.52% | 35.7K | $3.0M | -1.90%(-692) | $80.61(+10.69%) | 2026-03-31 | |
| STIP | ISHARES TR | 2.21% | 25.7K | $2.7M | +17.54%(+3.84K) | $102.88(+0.63%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 2.08% | 60.2K | $2.5M | +5.87%(+3.34K) | $41.99(-1.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.87% | +2.62% |
| Top 20 Holdings Unweighted | +1.37% | +4.17% |
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