StockDriftsStockDriftsTop 50 Concentric Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | Avantis US Small Cap Value ETF | 3.89% | 166.3K | $16.0M | +0.46%(+766) | — | 2024-09-30 | |
| AAPL | Apple | 3.38% | 59.6K | $13.9M | +9.10%(+4.97K) | — | 2024-09-30 | |
| MSFT | Microsoft | 3.34% | 31.8K | $13.7M | -2.18%(-709) | — | 2024-09-30 | |
| IEFA | iShares Core MSCI EAFE | 3.22% | 169.2K | $13.2M | +2.71%(+4.46K) | — | 2024-09-30 | |
| IEMG | iShares Core MSCI Emerging Markets | 2.95% | 210.5K | $12.1M | +2.32%(+4.77K) | — | 2024-09-30 | |
| GOOGL | Alphabet (Google) A | 2.94% | 72.7K | $12.1M | -0.69%(-505) | — | 2024-09-30 | |
| ORCL | Oracle | 2.72% | 65.4K | $11.1M | -3.65%(-2.48K) | — | 2024-09-30 | |
| ABBV | Abbvie Inc | 2.17% | 45.1K | $8.9M | -1.25%(-572) | — | 2024-09-30 | |
| JPM | JP Morgan Chase | 2.16% | 42.0K | $8.9M | -1.33%(-565) | — | 2024-09-30 | |
| V | Visa | 2.1% | 31.4K | $8.6M | -0.06%(-18) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Concentric Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.