StockDriftsStockDriftsTop 49 Cassady Schiller Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 15.64% | 251.9K | $42.7M | +1.21%(+3.00K) | — | 2024-12-31 | |
| VUG | VANGUARD INDEX FDS | 12.55% | 83.4K | $34.2M | +20.49%(+14.18K) | — | 2024-12-31 | |
| VOO | VANGUARD INDEX FDS | 8.64% | 43.7K | $23.6M | +1.67%(+719) | — | 2024-12-31 | |
| PG | PROCTER AND GAMBLE CO | 5.19% | 84.4K | $14.2M | -2.51%(-2.18K) | — | 2024-12-31 | |
| VOE | VANGUARD INDEX FDS | 2.65% | 44.6K | $7.2M | +5.58%(+2.35K) | — | 2024-12-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.27% | 243.7K | $6.2M | +32.04%(+59.13K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 1.97% | 21.5K | $5.4M | -4.56%(-1.03K) | — | 2024-12-31 | |
| SCHB | SCHWAB STRATEGIC TR | 1.89% | 227.0K | $5.2M | +200.00%(+151.31K) | — | 2024-12-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.86% | 146.9K | $5.1M | -2.39%(-3.60K) | — | 2024-12-31 | |
| PCTY | PAYLOCITY HLDG CORP | 1.86% | 25.4K | $5.1M | +0.02%(+6) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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