StockDriftsStockDriftsTop 50 Curio Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DFA US CORE EQUITY MARKET ETF | 16.21% | 1.05M | $47.4M | +8.68%(+83.93K) | $41.48(+24.24%) | 2026-03-31 | |
| DFSD | DFA S/T FIXED INCOME ETF | 15.68% | 958.3K | $45.9M | +3.00%(+27.87K) | $47.83(-0.16%) | 2026-03-31 | |
| DFGP | DFA GLOBAL CORE FIXED INCOME ETF | 15.46% | 838.0K | $45.2M | +9.91%(+75.57K) | $54.15(+0.40%) | 2026-03-31 | |
| DFAI | DFA INT CORE EQUITY ETF | 5.69% | 427.1K | $16.6M | +10.37%(+40.11K) | $34.19(+21.63%) | 2026-03-31 | |
| AVDE | AVANTIS INTL CORE EQUITY ETF | 4.86% | 167.5K | $14.2M | -1.46%(-2.49K) | $70.44(+27.65%) | 2026-03-31 | |
| DFAS | DFA US SMALL CAP ETF | 3.02% | 124.0K | $8.8M | +6.95%(+8.06K) | $63.06(+29.29%) | 2026-03-31 | |
| DFVX | DIMENSIONAL US LRGE CP VCTR ETF | 2.94% | 115.8K | $8.6M | +9.95%(+10.47K) | $69.05(+19.33%) | 2026-03-31 | |
| AVEM | AVANTIS EMERGING MKT EQ ETF | 2.83% | 102.7K | $8.3M | +9.74%(+9.12K) | $67.30(+37.36%) | 2026-03-31 | |
| AVUS | AVANTIS US EQUITY ETF | 2.59% | 68.3K | $7.6M | +2.43%(+1.62K) | $96.81(+31.28%) | 2026-03-31 | |
| DFAR | DFA US REAL ESTATE ETF | 2.3% | 284.8K | $6.7M | +6.28%(+16.83K) | $23.48(+13.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.67% | +31.92% |
| Top 20 Holdings Unweighted | +11.59% | +38.96% |
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