StockDriftsStockDriftsTop 50 BWM Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.28% | 121.5K | $39.0M | +9.58%(+10.62K) | $290.81(+25.41%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 10.21% | 350.3K | $38.7M | +2.43%(+8.33K) | $91.92(+28.17%) | 2026-03-31 | |
| AVNM | AMERICAN CENTY ETF TR | 7.61% | 379.0K | $28.9M | +13.02%(+43.66K) | $63.67(+31.91%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.37% | 284.6K | $24.1M | -5.56%(-16.76K) | $68.11(+34.14%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.72% | 557.1K | $21.7M | -9.54%(-58.77K) | $30.92(+34.67%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 4.5% | 703.7K | $17.1M | +11.70%(+73.72K) | $24.32(-0.68%) | 2026-03-31 | |
| QVAL | EA SERIES TRUST | 3.99% | 290.3K | $15.1M | -3.82%(-11.54K) | $44.48(+19.75%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.79% | 340.6K | $14.4M | +9.29%(+28.95K) | $42.37(-0.30%) | 2026-03-31 | |
| QMOM | EA SERIES TRUST | 3.62% | 201.0K | $13.7M | +2.05%(+4.03K) | $62.07(+28.70%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.28% | 49.0K | $12.4M | -1.14%(-565) | $214.93(+39.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.67% | +35.53% |
| Top 20 Holdings Unweighted | +11.17% | +37.38% |
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