StockDriftsStockDriftsTop 50 Beaird Harris Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | 10.12% | 3.11M | $148.9M | -2.97%(-95.10K) | $46.91(+2.06%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 9.27% | 3.23M | $136.3M | +0.19%(+6.03K) | $41.97(+0.56%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 7.36% | 1.34M | $108.2M | +0.99%(+13.15K) | $57.07(+55.40%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.27% | 154.3K | $92.2M | +5.60%(+8.18K) | $490.92(+40.09%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.62% | 748.0K | $82.6M | +1.45%(+10.71K) | $82.76(+43.51%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.35% | 2.14M | $78.6M | +4.44%(+90.92K) | $33.69(+19.43%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.12% | 1.15M | $60.6M | -1.95%(-22.88K) | $32.28(+72.08%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.03% | 1.22M | $59.4M | -3.48%(-44.21K) | $31.72(+66.47%) | 2026-03-31 | |
| AVLC | AMERICAN CENTY ETF TR | 3.93% | 744.8K | $57.8M | +12.62%(+83.43K) | $67.47(+30.96%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.23% | 742.0K | $47.5M | +1.77%(+12.90K) | $45.84(+53.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.76% | +25.14% |
| Top 20 Holdings Unweighted | +8.83% | +28.89% |
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