StockDriftsStockDriftsTop 50 Entelevest LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 9.45% | 315.3K | $9.2M | +22.24%(+57.37K) | $32.01(+6.58%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.24% | 165.0K | $6.1M | +15.92%(+22.66K) | $37.83(+9.94%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.22% | 100.3K | $5.1M | -1.60%(-1.63K) | $50.66(-0.47%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 4.65% | 31.2K | $4.5M | +6.05%(+1.78K) | $139.66(+17.45%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 3.62% | 105.0K | $3.5M | +31.78%(+25.32K) | $33.81(-1.32%) | 2026-03-31 | |
| PAAA | PGIM ETF TR | 3.21% | 60.9K | $3.1M | -3.80%(-2.40K) | $51.38(-0.12%) | 2026-03-31 | |
| SCHI | SCHWAB STRATEGIC TR | 3.1% | 133.1K | $3.0M | +73.58%(+56.40K) | $22.94(-1.68%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3% | 46.7K | $2.9M | +5.09%(+2.26K) | $58.98(+17.98%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.95% | 25.6K | $2.9M | +33.68%(+6.46K) | $119.06(+26.68%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.16% | 8.3K | $2.1M | +10.23%(+767) | $263.21(+17.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.82% | -31.44% |
| Top 20 Holdings Unweighted | -11.37% | -30.37% |
Sign up free to track Entelevest LLC, compare funds side by side, and get alerts the moment positions change.