StockDriftsStockDriftsTop 50 CWS Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | 20.47% | 243.2K | $79.9M | -3.57%(-9.00K) | $219.55(+37.60%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 8.05% | 443.1K | $31.4M | +1128.41%(+407.06K) | $72.54(+11.28%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.35% | 41.5K | $24.8M | -6.14%(-2.71K) | $382.84(+78.25%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.65% | 145.8K | $18.1M | -14.39%(-24.51K) | $98.24(+37.70%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.94% | 60.5K | $15.4M | -3.98%(-2.51K) | $95.62(+212.57%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.8% | 192.1K | $14.8M | -0.29%(-559) | $60.65(+40.29%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.02% | 54.7K | $11.8M | +0.18%(+101) | $164.09(+39.36%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.92% | 58.1K | $11.4M | -2.81%(-1.68K) | $148.75(+40.08%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.83% | 25.2K | $11.0M | -2.43%(-630) | $48.64(+79.92%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.74% | 33.4K | $10.7M | -0.47%(-157) | $243.42(+49.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.79% | +32.34% |
| Top 20 Holdings Unweighted | +11.46% | +38.49% |
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