StockDriftsStockDriftsTop 50 Brickley Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 21.67% | 644.0K | $126.4M | +0.41%(+2.65K) | $71.67(+190.73%) | 2026-03-31 | |
| AAPL | APPLE INC | 16.65% | 382.6K | $97.1M | -1.43%(-5.54K) | $123.33(+142.34%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 10.33% | 137.8K | $60.2M | -2.37%(-3.35K) | $40.32(+117.04%) | 2026-03-31 | |
| IEFA | ISHARES TR | 9.53% | 613.6K | $55.6M | +0.88%(+5.36K) | $64.48(+50.64%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 7.73% | 451.3K | $45.1M | -0.42%(-1.90K) | $51.22(+114.91%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 5.23% | 100.8K | $30.5M | +0.05%(+50) | $163.32(+110.13%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 4.65% | 124.8K | $27.1M | +0.23%(+285) | $150.26(+53.09%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.89% | 34.9K | $22.7M | +0.00%(+0) | $361.09(+105.58%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.5% | 408.5K | $20.4M | +0.87%(+3.52K) | $50.56(-0.20%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.35% | 140.9K | $13.7M | -0.37%(-529) | $69.31(+49.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.40% |
| Top 20 Holdings Unweighted | +13.24% | +45.23% |
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