StockDriftsStockDriftsTop 50 Evensky & Katz LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET | 12.81% | 1.58M | $225.2M | +6.22%(+92.61K) | $98.40(+64.62%) | 2026-03-31 | |
| DFIC | DFA INTL CORE EQUITY 2- ETF | 12.24% | 6.06M | $215.2M | -2.39%(-148.35K) | $22.03(+72.85%) | 2026-03-31 | |
| SCHB | SCHWAB US BROAD MARKET - ETF | 11.66% | 8.17M | $205.0M | -1.39%(-115.34K) | $8.88(+221.80%) | 2026-03-31 | |
| AVUV | AVANTIS SMALL CAP VALUE - ETF | 7.55% | 1.20M | $132.7M | -1.96%(-24.07K) | $77.67(+51.68%) | 2026-03-31 | |
| IWV | ISHARES RUSSELL 3000 INDEX - ETF | 7.19% | 340.8K | $126.3M | -1.47%(-5.10K) | $98.08(+328.31%) | 2026-03-31 | |
| DFEM | DFA EMERGING MKTS CORE EQUITY 2 - ETF | 4.64% | 2.36M | $81.6M | -2.16%(-52.10K) | $22.66(+78.33%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT TERM GOVT BOND ETF | 4.41% | 1.32M | $77.6M | +4.64%(+58.69K) | $58.08(+0.32%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET - ETF | 3.93% | 215.6K | $69.2M | -4.65%(-10.53K) | $190.41(+91.54%) | 2026-03-31 | |
| SPHQ | INVESCO S&P 500 QUALITY - ETF | 3.32% | 775.1K | $58.3M | +0.22%(+1.69K) | $24.90(+230.85%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION - ETF | 3.2% | 261.3K | $56.2M | +0.45%(+1.17K) | $125.25(+82.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.70% | +47.00% |
| Top 20 Holdings Unweighted | +12.03% | +40.60% |
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