StockDriftsStockDriftsTop 50 Burton Enright Welch Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.78% | 3.74M | $145.5M | +1.79%(+65.73K) | $28.32(+56.23%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 7.57% | 557.4K | $55.7M | -1.78%(-10.11K) | $52.88(+97.45%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 7.32% | 487.6K | $53.9M | +3.07%(+14.50K) | $76.11(+62.29%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.67% | 1.02M | $49.1M | +7.02%(+66.95K) | $49.20(-1.95%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.56% | 1.11M | $40.9M | +3.16%(+34.06K) | $27.41(+51.72%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.52% | 1.14M | $40.6M | +2.71%(+30.17K) | $25.08(+49.94%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.85% | 1.03M | $35.6M | -0.16%(-1.61K) | $6544.53(-99.40%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 4.01% | 265.5K | $29.5M | +5.77%(+14.48K) | $75.38(+68.59%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.08% | 292.7K | $22.6M | +10.53%(+27.87K) | $77.42(-0.72%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.59% | 224.2K | $19.0M | -1.02%(-2.32K) | $58.57(+53.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.38% | +49.65% |
| Top 20 Holdings Unweighted | +15.75% | +55.07% |
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