StockDriftsStockDriftsTop 50 Avise Financial Cooperative, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LCTU | BLACKROCK ETF TRUST | 6.55% | 112.9K | $7.9M | +11.35%(+11.51K) | $73.21(+7.90%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.11% | 11.3K | $7.4M | +1.85%(+205) | $675.75(+10.36%) | 2026-03-31 | |
| SUSC | ISHARES TR | 6.02% | 314.5K | $7.3M | +9.87%(+28.25K) | $23.45(-1.59%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.13% | 117.5K | $6.2M | +1.11%(+1.29K) | $48.05(+15.82%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.99% | 30.7K | $6.0M | +3.68%(+1.09K) | $188.91(+10.30%) | 2026-03-31 | |
| EAGG | ISHARES TR | 4.68% | 119.0K | $5.7M | +10.35%(+11.16K) | $47.92(-1.37%) | 2026-03-31 | |
| ESGU | ISHARES TR | 4.52% | 38.6K | $5.5M | +10.92%(+3.80K) | $147.08(+9.78%) | 2026-03-31 | |
| DSI | ISHARES TR | 4.5% | 44.9K | $5.4M | +11.19%(+4.52K) | $127.17(+11.06%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.29% | 15.7K | $4.0M | +4.09%(+616) | $263.23(+13.54%) | 2026-03-31 | |
| USXF | ISHARES TR | 3.26% | 71.4K | $3.9M | +8.99%(+5.89K) | $57.36(+15.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.69% | -26.35% |
| Top 20 Holdings Unweighted | -12.08% | -32.05% |
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