StockDriftsStockDriftsTop 50 CarsonAllaria Wealth Management, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 11.81% | 422.7K | $23.9M | +3.74%(+15.23K) | $43.30(+38.97%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 11.66% | 241.1K | $23.6M | +6.07%(+13.81K) | $70.70(+68.08%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 9.85% | 281.1K | $19.9M | -3.79%(-11.07K) | $49.67(+62.50%) | 2026-03-31 | |
| IDEV | ISHARES TR | 6.53% | 158.1K | $13.2M | +2.07%(+3.21K) | $66.36(+34.92%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 5.81% | 124.4K | $11.8M | +1.73%(+2.12K) | $82.74(+22.06%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.38% | 124.6K | $8.9M | +0.38%(+474) | $57.23(+33.67%) | 2026-03-31 | |
| MINO | PIMCO ETF TR | 3.53% | 158.2K | $7.1M | +2.68%(+4.12K) | $45.94(-1.49%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 3.36% | 73.7K | $6.8M | +3.27%(+2.33K) | $98.00(-6.35%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.31% | 138.4K | $6.7M | -2.42%(-3.43K) | $33.11(+58.97%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.18% | 245.7K | $6.4M | +2.26%(+5.43K) | $25.96(+1.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.15% | +33.65% |
| Top 20 Holdings Unweighted | +8.44% | +27.51% |
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