StockDriftsStockDriftsTop 50 Earned Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 8.02% | 1.69M | $119.9M | new | $70.25(+16.17%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.24% | 1.50M | $93.4M | new | $53.44(+30.21%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.2% | 96.2K | $62.8M | new | $578.82(+29.30%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.11% | 803.2K | $61.5M | +7.36%(+55.05K) | $79.22(+10.67%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.09% | 1.13M | $61.2M | +29301.84%(+1.13M) | $53.88(+9.57%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.57% | 1.01M | $53.3M | new | $41.38(+32.60%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.57% | 1.37M | $53.3M | new | $27.68(+59.86%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.38% | 199.2K | $50.6M | new | $224.84(+37.27%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3% | 496.1K | $44.9M | new | $86.06(+13.07%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.59% | 800.5K | $38.8M | new | $37.19(+47.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.85% | +47.55% |
| Top 20 Holdings Unweighted | +15.22% | +52.96% |
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