StockDriftsStockDriftsTop 50 Edge Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 11.87% | 380.2K | $28.2M | +231.30%(+265.43K) | $70.42(+8.26%) | 2025-12-31 | |
| AVNM | AMERICAN CENTY ETF TR | 5.1% | 164.8K | $12.1M | +279.76%(+121.40K) | $70.20(+16.19%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 4.91% | 17.1K | $11.7M | -3.01%(-532) | $500.32(+39.90%) | 2025-12-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.25% | 265.6K | $10.1M | +4.71%(+11.94K) | $33.37(+16.14%) | 2025-12-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.21% | 164.6K | $10.0M | +6.21%(+9.62K) | $51.05(+23.24%) | 2025-12-31 | |
| ITOT | ISHARES TR | 3.98% | 63.6K | $9.5M | -65.76%(-122.11K) | $125.19(+22.38%) | 2025-12-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.8% | 143.1K | $9.0M | +7.00%(+9.35K) | $57.61(+11.98%) | 2025-12-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.62% | 226.0K | $8.6M | +4.72%(+10.19K) | $31.22(+32.40%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.44% | 30.1K | $8.2M | +0.01%(+4) | $184.91(+44.09%) | 2025-12-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.62% | 106.2K | $6.2M | +11.94%(+11.32K) | $58.79(-0.51%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.73% | +54.98% |
| Top 20 Holdings Unweighted | +14.81% | +51.34% |
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