StockDriftsStockDriftsTop 50 CFS Investment Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PTLC | PACER FDS TR | 7.75% | 2.03M | $112.5M | -1.69%(-34.89K) | $40.96(+41.10%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 6.39% | 1.11M | $92.8M | +34.66%(+285.76K) | $61.39(+42.33%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.65% | 107.4K | $53.1M | +1.61%(+1.70K) | $58.30(+50.11%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.79% | 178.1K | $40.4M | -3.93%(-7.29K) | $178.68(+31.34%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.59% | 589.8K | $37.6M | -14.97%(-103.81K) | $44.69(+48.68%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.09% | 42.5K | $30.3M | -13.95%(-6.89K) | $506.50(+47.23%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.88% | 647.5K | $27.3M | +9.95%(+58.62K) | $28.13(+53.63%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.58% | 330.6K | $23.0M | +12.72%(+37.30K) | $50.80(+39.03%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 1.55% | 528.5K | $22.6M | +5.28%(+26.49K) | $42.26(-0.05%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.54% | 306.5K | $22.3M | -1.69%(-5.28K) | $56.11(+30.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.35% | +38.07% |
| Top 20 Holdings Unweighted | +9.66% | +31.86% |
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