StockDriftsStockDriftsTop 50 Cogentblue Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDV | AMERICAN CENTY ETF TR | 17.42% | 259.4K | $25.9M | -1.13%(-2.96K) | $67.88(+56.32%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.64% | 165.8K | $9.9M | +3.45%(+5.53K) | $59.31(-0.45%) | 2026-03-31 | |
| ITOT | ISHARES TR | 5.97% | 62.3K | $8.9M | +4.60%(+2.74K) | $128.59(+23.25%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.84% | 236.3K | $8.7M | +2.40%(+5.54K) | $34.08(+15.36%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.84% | 223.7K | $7.2M | +0.45%(+1.00K) | $26.58(+26.45%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.67% | 83.0K | $6.9M | +1.06%(+873) | $67.88(+29.71%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 4.38% | 245.1K | $6.5M | +0.00%(+0) | $27.01(+6.19%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.74% | 89.2K | $5.6M | -1.39%(-1.26K) | $55.45(+21.09%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 3.2% | 187.4K | $4.8M | +4.74%(+8.48K) | $21.69(+28.51%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.08% | 95.6K | $4.6M | +5.26%(+4.78K) | $47.65(+0.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.24% | +26.82% |
| Top 20 Holdings Unweighted | +8.69% | +28.41% |
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