StockDriftsStockDriftsTop 50 ATLas Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 7.52% | 104.0K | $8.4M | +8.79%(+8.40K) | $74.35(+18.72%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.35% | 71.3K | $7.1M | -1.48%(-1.07K) | $100.06(-1.39%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 5.91% | 88.0K | $6.6M | +5.69%(+4.74K) | $69.53(+14.35%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.62% | 56.8K | $6.3M | +16.10%(+7.87K) | $101.51(+16.05%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.61% | 118.6K | $6.3M | +6.30%(+7.03K) | $48.21(+15.44%) | 2026-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 5.39% | 100.1K | $6.0M | +4.15%(+3.99K) | $57.89(+15.92%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.19% | 69.9K | $5.8M | +12.61%(+7.83K) | $83.85(-1.54%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.15% | 78.0K | $5.7M | +27.57%(+16.85K) | $74.14(-1.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.66% | 20.5K | $5.2M | +20.84%(+3.53K) | $263.17(+13.56%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 4.64% | 44.5K | $5.2M | +1.67%(+731) | $114.50(+1.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.62% | +17.82% |
| Top 20 Holdings Unweighted | +4.24% | +13.27% |
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