StockDriftsStockDriftsTop 50 Crusonia Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 9.29% | 634.5K | $45.0M | +6.88%(+40.82K) | $73.26(+11.40%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.14% | 887.5K | $34.6M | +10.34%(+83.19K) | $37.35(+11.32%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.34% | 651.8K | $30.7M | +5.33%(+32.97K) | $47.44(-1.48%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.93% | 246.2K | $19.1M | +34.93%(+63.74K) | $78.02(-1.49%) | 2026-03-31 | |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 3.33% | 132.3K | $16.1M | +0.13%(+167) | $117.72(+16.46%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.12% | 201.1K | $15.1M | +3.99%(+7.72K) | $74.21(+18.41%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 3.11% | 320.2K | $15.1M | -7.30%(-25.22K) | $47.44(-1.33%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.02% | 74.5K | $14.6M | +6.02%(+4.23K) | $189.02(+15.95%) | 2026-03-31 | |
| QLTY | GMO ETF TRUST | 2.93% | 391.8K | $14.2M | +4.94%(+18.43K) | $37.32(+11.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.75% | 52.5K | $13.3M | +2.43%(+1.25K) | $263.24(+17.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.44% | -9.98% |
| Top 20 Holdings Unweighted | -3.51% | -10.15% |
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