StockDriftsStockDriftsTop 50 Fermata Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.51% | 61.4K | $15.6M | +10.87%(+6.02K) | $196.08(+44.93%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.11% | 243.8K | $13.8M | +5.69%(+13.13K) | $57.54(-1.81%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.87% | 327.3K | $12.8M | -5.90%(-20.51K) | $29.77(+37.32%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 2.71% | 124.2K | $12.0M | -0.66%(-830) | $77.47(+28.98%) | 2026-03-31 | |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | 2.66% | 474.2K | $11.8M | +1.44%(+6.71K) | $24.96(-0.11%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 2.61% | 185.3K | $11.6M | +2.29%(+4.15K) | $52.47(+21.32%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.24% | 233.5K | $9.9M | +7.39%(+16.07K) | $36.81(+26.74%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.89% | 14.1K | $8.4M | -6.82%(-1.03K) | $444.92(+49.53%) | 2026-03-31 | |
| TLT | ISHARES TR | 1.82% | 93.3K | $8.1M | +8.40%(+7.23K) | $96.29(-11.28%) | 2026-03-31 | |
| SYLD | CAMBRIA ETF TR | 1.72% | 101.1K | $7.6M | -0.94%(-956) | $62.58(+26.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.59% | +24.54% |
| Top 20 Holdings Unweighted | +6.58% | +21.07% |
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