StockDriftsStockDriftsTop 50 BetterWealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.58% | 2.83M | $110.0M | +1.05%(+29.42K) | $27.04(+59.83%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 12.14% | 1.82M | $61.9M | +0.09%(+1.68K) | $25.81(+45.37%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 9.72% | 655.1K | $49.6M | +3019.26%(+634.11K) | $75.54(+0.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.72% | 175.2K | $44.5M | +32.65%(+43.13K) | $196.38(+52.19%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 7.3% | 482.0K | $37.2M | +3.67%(+17.07K) | $76.69(-0.09%) | 2026-03-31 | |
| EBI | RBB FUND TRUST | 6.61% | 582.6K | $33.7M | +0.10%(+562) | $47.34(+33.83%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.39% | 285.7K | $22.4M | +3.92%(+10.79K) | $77.57(+0.55%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.55% | 163.8K | $18.1M | +2.16%(+3.46K) | $95.61(+23.22%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 3.35% | 579.6K | $17.1M | +4.30%(+23.92K) | $26.07(+28.69%) | 2026-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 2.93% | 339.3K | $14.9M | +2.35%(+7.79K) | $41.61(+14.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.37% | +41.89% |
| Top 20 Holdings Unweighted | +12.49% | +42.36% |
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