StockDriftsStockDriftsTop 50 E-Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 22.4% | 194.1K | $27.6M | +5.35%(+9.85K) | $147.09(+11.33%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.15% | 34.8K | $8.8M | -0.76%(-268) | $263.24(+17.24%) | 2026-03-31 | |
| DGCB | DIMENSIONAL ETF TRUST | 6.92% | 157.9K | $8.5M | +5.92%(+8.83K) | $54.81(-0.30%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.65% | 32.1K | $7.0M | +7.54%(+2.25K) | $210.55(+15.52%) | 2026-03-31 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 5.62% | 101.5K | $6.9M | +4.58%(+4.45K) | $69.17(-1.40%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.42% | 193.7K | $6.7M | +6.13%(+11.19K) | $32.65(+20.63%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.39% | 78.3K | $6.6M | +6.90%(+5.06K) | $80.80(+11.28%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.35% | 179.7K | $6.6M | +9.45%(+15.52K) | $37.86(+9.86%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 3.78% | 97.4K | $4.7M | +0.29%(+282) | $48.07(+0.57%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.76% | 34.1K | $3.4M | +2.31%(+770) | $91.62(+13.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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