StockDriftsStockDriftsTop 49 Brown Financial Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 41% | 1.08M | $82.7M | +2.25%(+23.82K) | $49.87(+75.19%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 18.36% | 141.4K | $37.0M | +13.99%(+17.34K) | $210.73(+35.56%) | 2026-03-31 | |
| DEXC | DIMENSIONAL ETF TRUST | 13.75% | 427.3K | $27.7M | +15.58%(+57.59K) | $30.08(+159.97%) | 2026-03-31 | |
| IWB | ISHARES TR | 4.84% | 27.4K | $9.8M | -2.49%(-699) | $199.52(+102.66%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 4.7% | 207.7K | $9.5M | +0.73%(+1.50K) | $31.45(+59.85%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 3.1% | 21.2K | $6.3M | +79.42%(+9.38K) | $227.25(+47.25%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 1.08% | 25.6K | $2.2M | +0.00%(+0) | $58.04(+57.43%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.02% | 4.3K | $2.1M | -1.27%(-55) | $259.17(+87.34%) | 2026-03-31 | |
| IWF | ISHARES TR | 0.92% | 4.4K | $1.9M | +0.00%(+0) | $266.09(-53.28%) | 2026-03-31 | |
| IVV | ISHARES TR | 0.74% | 2.3K | $1.5M | -2.65%(-62) | $356.81(+109.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.99% | +48.12% |
| Top 20 Holdings Unweighted | +11.09% | +37.09% |
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