StockDriftsStockDriftsTop 25 Financial Architects, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHP | SCHWAB STRATEGIC TR | 21.36% | 1.52M | $40.5M | +6.07%(+87.11K) | $25.96(+3.20%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 13.21% | 78.1K | $25.0M | -3.38%(-2.73K) | $226.04(+61.34%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 10.18% | 262.0K | $19.3M | +4.78%(+11.96K) | $72.35(+1.15%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 8.48% | 334.5K | $16.1M | -2.48%(-8.52K) | $48.84(-1.93%) | 2026-03-31 | |
| GSSC | GOLDMAN SACHS ETF TR | 6.94% | 176.6K | $13.2M | -0.10%(-170) | $60.91(+37.23%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.04% | 192.3K | $11.5M | +6.63%(+11.96K) | $59.97(-1.64%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.87% | 317.4K | $11.1M | -1.13%(-3.64K) | $28.08(+30.83%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 5.07% | 243.9K | $9.6M | -1.47%(-3.64K) | $25.45(+66.19%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 5.06% | 268.1K | $9.6M | +0.84%(+2.25K) | $25.17(+66.99%) | 2026-03-31 | |
| EUSA | ISHARES INC | 4.39% | 81.7K | $8.3M | +6.39%(+4.91K) | $83.35(+30.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.62% | +24.65% |
| Top 20 Holdings Unweighted | +8.49% | +27.68% |
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