StockDriftsStockDriftsTop 50 Cogent Strategic Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.94% | 549.4K | $21.4M | +2.94%(+15.71K) | $39.08(+13.22%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 6.79% | 260.6K | $6.6M | -0.21%(-555) | $22.98(+25.49%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.46% | 100.7K | $6.3M | -0.03%(-29) | $58.88(+18.18%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.75% | 159.7K | $5.6M | +16.25%(+22.32K) | $32.59(+18.66%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.74% | 105.8K | $5.6M | +1.60%(+1.67K) | $48.06(+14.16%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.48% | 110.0K | $5.3M | -0.85%(-940) | $45.64(+20.18%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.23% | 52.7K | $3.1M | +8.46%(+4.12K) | $59.96(-1.94%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.11% | 113.8K | $3.0M | +1.79%(+2.00K) | $26.86(+9.24%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.09% | 87.0K | $3.0M | +6.29%(+5.15K) | $32.65(+20.62%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.72% | 26.5K | $2.7M | +51.36%(+9.01K) | $93.34(+11.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.40% | +27.38% |
| Top 20 Holdings Unweighted | +6.32% | +20.19% |
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