StockDriftsStockDriftsTop 50 Eq Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 10.17% | 663.9K | $17.4M | +11.42%(+68.06K) | $26.43(-0.33%) | 2026-03-31 | |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 10.16% | 638.4K | $17.4M | +7.40%(+43.97K) | $27.55(-0.20%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.65% | 27.3K | $13.1M | +5.79%(+1.50K) | $459.28(+5.71%) | 2026-03-31 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 6.22% | 201.6K | $10.6M | +9.04%(+16.70K) | $39.29(+41.64%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 6.01% | 255.9K | $10.3M | +5.40%(+13.11K) | $36.65(+26.41%) | 2026-03-31 | |
| SCHP | SCHWAB US TIPS ETF | 5.31% | 341.6K | $9.1M | -19.67%(-83.65K) | $26.42(+1.40%) | 2026-03-31 | |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 4.62% | 200.6K | $7.9M | -0.96%(-1.93K) | $28.80(+46.87%) | 2026-03-31 | |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 4.57% | 223.2K | $7.8M | +0.63%(+1.40K) | $30.44(+20.71%) | 2026-03-31 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 4.45% | 158.5K | $7.6M | -11.11%(-19.82K) | $49.15(-2.54%) | 2026-03-31 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 3.72% | 228.7K | $6.4M | +7.85%(+16.64K) | $24.31(+25.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.53% | +31.41% |
| Top 20 Holdings Unweighted | +11.44% | +38.40% |
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