StockDriftsStockDriftsTop 50 Cahill Financial Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | 7.85% | 165.9K | $72.5M | -63.55%(-289.32K) | $69.70(+22.67%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 5.8% | 273.0K | $53.6M | +10.45%(+25.83K) | $151.83(+44.35%) | 2026-03-31 | |
| MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | 5.02% | 479.3K | $46.3M | -15.26%(-86.29K) | $70.38(+51.02%) | 2026-03-31 | |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 4.64% | 1.10M | $42.9M | +6.88%(+71.02K) | $31.85(+38.93%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.36% | 628.4K | $40.3M | -6.21%(-41.64K) | $48.79(+45.13%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 3.81% | 477.8K | $35.2M | -20.53%(-123.46K) | $77.59(-5.77%) | 2026-03-31 | |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 3.75% | 1.02M | $34.6M | +6.07%(+58.32K) | $26.36(+39.19%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 2.93% | 239.1K | $27.0M | -1.41%(-3.42K) | $38.41(+252.57%) | 2026-03-31 | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2.39% | 115.2K | $22.1M | -4.50%(-5.43K) | $145.26(+50.37%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 2.37% | 103.9K | $21.9M | -0.68%(-716) | $115.86(+98.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.52% | +42.45% |
| Top 20 Holdings Unweighted | +12.35% | +41.80% |
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