StockDriftsStockDriftsTop 50 Equita Financial Network, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.2% | 150.6K | $48.3M | -5.93%(-9.49K) | $255.06(+42.99%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.28% | 510.4K | $32.7M | -9.82%(-55.57K) | $48.07(+46.92%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 5.81% | 352.0K | $18.5M | +6.13%(+20.33K) | $53.55(-1.78%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 5.7% | 459.9K | $18.1M | -5.00%(-24.20K) | $27.14(+55.89%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.7% | 219.0K | $18.1M | -1.57%(-3.49K) | $80.49(+2.57%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.54% | 502.7K | $17.6M | -14.90%(-88.03K) | $28.57(+28.60%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.03% | 463.4K | $16.0M | -7.88%(-39.62K) | $25.82(+56.50%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.08% | 363.2K | $13.0M | +11.77%(+38.26K) | $32.44(+18.00%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 3.93% | 435.8K | $12.5M | -2.10%(-9.34K) | $28.29(+0.35%) | 2026-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 2.87% | 207.4K | $9.1M | -0.60%(-1.25K) | $41.72(+13.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.89% | +43.88% |
| Top 20 Holdings Unweighted | +11.30% | +37.88% |
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