StockDriftsStockDriftsTop 50 Bravera Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard 500 Index ETF | 19.8% | 73.6K | $44.0M | +4.63%(+3.26K) | $619.43(+10.17%) | 2026-03-31 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 4.49% | 342.5K | $10.0M | +16.40%(+48.25K) | $32.07(+7.02%) | 2026-03-31 | |
| VTV | Vanguard Value Index ETF | 4.35% | 49.3K | $9.7M | +26.40%(+10.29K) | $189.75(+9.81%) | 2026-03-31 | |
| FENI | Fidelity Enhanced International ETF | 3.39% | 202.4K | $7.5M | +13.16%(+23.54K) | $36.04(+10.95%) | 2026-03-31 | |
| FSMD | Fidelity SMID Multifactor ETF | 3.03% | 150.4K | $6.7M | +20.22%(+25.29K) | $44.13(+11.81%) | 2026-03-31 | |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 2.57% | 144.6K | $5.7M | +15.19%(+19.07K) | $38.26(+7.41%) | 2026-03-31 | |
| AVUV | Avantis U.S. Small Cap Value ETF | 2.49% | 50.0K | $5.5M | +12.89%(+5.71K) | $101.38(+16.21%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.48% | 14.9K | $5.5M | -2.92%(-449) | $500.79(-19.09%) | 2026-03-31 | |
| RDVY | First Trust Rising Dividend Achievers ETF | 2.42% | 78.6K | $5.4M | +18.97%(+12.54K) | $68.45(+7.97%) | 2026-03-31 | |
| FNDX | Schwab Fundamental U.S. Large Company ETF | 2.4% | 191.6K | $5.3M | +21.29%(+33.64K) | $26.89(+13.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.34% | -30.32% |
| Top 20 Holdings Unweighted | -5.17% | -14.73% |
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