StockDriftsStockDriftsTop 50 Causey Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 7.2% | 204.9K | $17.0M | new | $82.22(+0.14%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 6.45% | 102.6K | $15.2M | new | $128.65(+23.97%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.43% | 299.1K | $15.1M | new | $50.60(-0.36%) | 2026-03-31 | |
| ISCF | ISHARES TR | 4.86% | 273.9K | $11.4M | new | $33.80(+29.44%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.8% | 327.3K | $11.3M | new | $27.17(+44.94%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.72% | 189.9K | $11.1M | new | $58.70(-1.06%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.92% | 15.5K | $9.2M | new | $552.11(+24.04%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.87% | 109.1K | $9.1M | new | $68.95(+29.89%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 3.73% | 135.2K | $8.8M | new | $70.71(-10.20%) | 2026-03-31 | |
| IJJ | ISHARES TR | 3.32% | 59.0K | $7.8M | new | $124.29(+18.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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