StockDriftsStockDriftsTop 18 Aspirean Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 36.16% | 233.8K | $33.3M | +1.98%(+4.53K) | $147.14(+11.30%) | 2026-03-31 | |
| IDEV | ISHARES TR | 16.84% | 185.5K | $15.5M | -0.80%(-1.50K) | $81.33(+10.13%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 12.49% | 193.2K | $11.5M | +2.52%(+4.75K) | $59.97(-1.96%) | 2026-03-31 | |
| IEMG | ISHARES INC | 8.96% | 118.2K | $8.2M | +1.51%(+1.76K) | $66.60(+19.88%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 5.61% | 103.4K | $5.2M | +1.92%(+1.94K) | $50.04(-0.92%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.91% | 94.5K | $4.5M | +7.17%(+6.32K) | $48.06(-0.64%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.17% | 37.3K | $2.9M | -0.16%(-58) | $78.86(-1.41%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.7% | 4.3K | $2.5M | -10.02%(-480) | $607.34(+17.33%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.01% | 35.0K | $1.8M | -3.93%(-1.43K) | $48.01(+14.29%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 1.89% | 20.5K | $1.7M | +21.88%(+3.68K) | $81.14(+10.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.20% | -12.08% |
| Top 20 Holdings Unweighted | -4.58% | -13.11% |
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