StockDriftsStockDriftsTop 50 Avondale Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.29% | 57.0K | $37.2M | -0.51%(-291) | $199.88(+263.70%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.86% | 297.0K | $20.1M | +4.77%(+13.52K) | $46.19(+58.62%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 9.37% | 33.0K | $19.1M | +6.48%(+2.01K) | $292.75(+132.83%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 8.54% | 157.2K | $17.4M | +1.29%(+2.00K) | $90.68(+32.51%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.95% | 417.9K | $14.1M | +8.41%(+32.41K) | $24.86(+56.40%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.38% | 417.9K | $10.9M | +7.43%(+28.91K) | $26.54(-0.80%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.1% | 133.5K | $8.3M | +4.15%(+5.32K) | $53.77(+24.86%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 3.63% | 63.4K | $7.4M | -8.93%(-6.22K) | $110.90(+5.14%) | 2026-03-31 | |
| SOXX | ISHARES TR | 3.02% | 18.7K | $6.2M | -47.88%(-17.20K) | $213.92(+125.65%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 2.42% | 91.5K | $4.9M | new | $53.92(-0.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.34% | +49.47% |
| Top 20 Holdings Unweighted | +19.22% | +69.44% |
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