StockDriftsStockDriftsTop 50 Exencial Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.6% | 456.8K | $115.9M | +1.98%(+8.88K) | $113.97(+162.23%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 3.05% | 2.80M | $98.0M | +35.39%(+731.27K) | $30.41(+20.83%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.48% | 415.1K | $79.7M | +16.93%(+60.11K) | $166.58(+21.82%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.34% | 203.6K | $75.4M | -0.93%(-1.92K) | $204.73(+97.93%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.1% | 343.7K | $67.4M | -1.30%(-4.53K) | $124.13(+67.86%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 1.94% | 2.01M | $62.3M | +23.85%(+387.28K) | $26.05(+32.35%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.87% | 210.0K | $60.2M | -5.03%(-11.13K) | $116.80(+241.65%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.87% | 344.9K | $60.1M | +16.42%(+48.64K) | $102.91(+119.45%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 1.78% | 1.08M | $57.3M | +19.31%(+175.60K) | $38.80(+43.42%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 1.72% | 255.4K | $55.5M | -3.05%(-8.04K) | $158.20(+45.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.84% | +55.43% |
| Top 20 Holdings Unweighted | +16.07% | +56.38% |
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