StockDriftsStockDriftsTop 41 Define Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 15.35% | 566.2K | $28.3M | +10.94%(+55.84K) | $49.19(+2.39%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 14.92% | 248.9K | $27.5M | +0.50%(+1.23K) | $95.80(+25.42%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 13.66% | 252.1K | $25.2M | -0.58%(-1.47K) | $67.84(+56.39%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 12.61% | 72.4K | $23.2M | +4.10%(+2.85K) | $289.21(+23.43%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 11.67% | 286.4K | $21.5M | +1.44%(+4.07K) | $60.77(+33.72%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 10.46% | 217.3K | $19.3M | +6.24%(+12.76K) | $92.49(+3.54%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 6.62% | 151.3K | $12.2M | +1.31%(+1.95K) | $61.93(+48.94%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.13% | 208.9K | $11.3M | +2.27%(+4.64K) | $46.32(+28.15%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.8% | 4.0K | $1.5M | +2.23%(+87) | $439.09(-6.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.71% | 5.2K | $1.3M | -9.60%(-547) | $248.37(+14.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.13% | +19.56% |
| Top 20 Holdings Unweighted | +5.08% | +16.03% |
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