StockDriftsStockDriftsTop 50 Client 1st Advisory Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.89% | 1.18M | $45.7M | +0.11%(+1.26K) | $27.43(+55.61%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 13.74% | 590.4K | $45.2M | +10.93%(+58.18K) | $47.04(+81.09%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 4.49% | 349.8K | $14.8M | +0.28%(+962) | $41.56(+1.65%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.46% | 413.3K | $14.7M | -1.53%(-6.41K) | $24.35(+53.09%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.32% | 296.6K | $14.2M | +0.61%(+1.80K) | $46.73(+2.49%) | 2026-03-31 | |
| ESGU | ISHARES TR | 3.65% | 84.8K | $12.0M | -1.94%(-1.68K) | $81.56(+93.41%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.35% | 148.1K | $11.0M | +12.95%(+16.97K) | $55.52(+38.74%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.15% | 224.0K | $10.3M | +7.90%(+16.41K) | $49.48(-6.97%) | 2026-03-31 | |
| EFG | ISHARES TR | 2.78% | 82.1K | $9.1M | +15.13%(+10.79K) | $94.45(+26.59%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.57% | 44.1K | $8.5M | +13.18%(+5.13K) | $159.47(+30.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.00% | +36.76% |
| Top 20 Holdings Unweighted | +10.25% | +34.02% |
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