StockDriftsStockDriftsTop 50 Asset Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.34% | 65.5K | $16.6M | -0.33%(-220) | $263.24(+7.95%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.62% | 23.4K | $11.2M | -0.23%(-54) | $502.69(-7.40%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.61% | 141.0K | $11.2M | +14.98%(+18.36K) | $79.79(-1.04%) | 2026-03-31 | |
| KEY | KEYCORP | 4.83% | 480.3K | $9.6M | -1.08%(-5.25K) | $19.66(+11.21%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.78% | 35.0K | $7.5M | +1.87%(+644) | $217.78(+5.10%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.73% | 17.0K | $7.4M | +1.15%(+194) | $80.58(+4.63%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.7% | 189.8K | $7.4M | +2.60%(+4.81K) | $39.08(+9.23%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.7% | 240.2K | $7.4M | +2.73%(+6.38K) | $27.41(+15.62%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.34% | 254.1K | $6.7M | +20.48%(+43.19K) | $26.71(-1.41%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.22% | 139.1K | $6.4M | +13.88%(+16.95K) | $46.33(-0.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.10% | -0.30% |
| Top 20 Holdings Unweighted | -0.34% | -1.03% |
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