StockDriftsStockDriftsTop 50 Elevate Wealth Advisory, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 9.83% | 109.4K | $15.6M | +4.05%(+4.26K) | $105.08(+55.85%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 8.11% | 243.6K | $12.9M | +6.40%(+14.65K) | $35.96(+52.58%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 7.78% | 157.2K | $12.3M | +2.18%(+3.35K) | $76.64(+1.45%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 7.59% | 201.9K | $12.0M | +5.38%(+10.30K) | $58.48(+0.55%) | 2026-03-31 | |
| STIP | ISHARES TR | 5.45% | 83.5K | $8.6M | +6.47%(+5.08K) | $99.05(+2.20%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.83% | 69.2K | $7.6M | +15.08%(+9.07K) | $88.72(+39.21%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.55% | 72.2K | $7.2M | +10.86%(+7.07K) | $65.87(+58.52%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.94% | 89.4K | $6.2M | +5.16%(+4.39K) | $50.87(+56.96%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.48% | 66.1K | $5.5M | +3.18%(+2.03K) | $63.55(+40.93%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.43% | 73.2K | $5.4M | -3.23%(-2.44K) | $50.57(+53.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.41% | +30.99% |
| Top 20 Holdings Unweighted | +9.47% | +31.19% |
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