StockDriftsStockDriftsTop 50 Cowa, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBHF | ISHARES TR | 6.87% | 1.11M | $25.5M | +14.15%(+137.54K) | $23.17(-2.02%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.75% | 226.6K | $25.0M | -0.99%(-2.26K) | $84.67(+40.27%) | 2026-03-31 | |
| IBDR | ISHARES TR | 6.64% | 1.02M | $24.6M | +24.10%(+197.11K) | $24.20(+0.04%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.32% | 443.7K | $23.4M | +21.73%(+79.20K) | $38.62(+43.83%) | 2026-03-31 | |
| IBDX | ISHARES TR | 4.97% | 729.0K | $18.4M | +27.73%(+158.28K) | $25.25(-0.38%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 4.47% | 12.0K | $16.6M | -12.36%(-1.70K) | $391.07(+422.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.7% | 43.2K | $13.7M | +13.71%(+5.21K) | $154.98(+92.42%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 3.33% | 322.9K | $12.4M | +3.68%(+11.47K) | $30.79(+33.64%) | 2026-03-31 | |
| IDV | ISHARES TR | 3.19% | 277.7K | $11.8M | +1.49%(+4.09K) | $29.35(+53.45%) | 2026-03-31 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 2.46% | 301.3K | $9.1M | +9.55%(+26.27K) | $27.72(+14.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.46% | +46.05% |
| Top 20 Holdings Unweighted | +14.11% | +48.57% |
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