StockDriftsStockDriftsTop 50 CPA Asset Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 9.96% | 650.8K | $29.7M | -4.31%(-29.34K) | $45.01(+1.12%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 7.77% | 683.9K | $23.2M | +1.94%(+13.02K) | $22.38(+77.62%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 7.33% | 456.7K | $21.9M | +61.33%(+173.63K) | $47.55(+0.71%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 7% | 236.8K | $20.9M | -4.92%(-12.24K) | $37.43(+135.63%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.89% | 450.7K | $17.6M | +4.41%(+19.04K) | $29.44(+41.42%) | 2026-03-31 | |
| VGVT | VANGUARD MALVERN FDS | 5.22% | 205.9K | $15.6M | +29.96%(+47.47K) | $76.17(-1.54%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.42% | 45.8K | $13.2M | +23.66%(+8.77K) | $61.26(+25.76%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.99% | 324.0K | $11.9M | -17.60%(-69.20K) | $24.68(+61.67%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.37% | 14 | $10.1M | -6.67%(-1) | $650352.78(+11.86%) | 2026-03-31 | |
| FLV | AMERICAN CENTY ETF TR | 3.27% | 127.3K | $9.8M | +37.51%(+34.72K) | $69.95(+13.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.29% | +34.14% |
| Top 20 Holdings Unweighted | +11.54% | +38.76% |
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