StockDriftsStockDriftsTop 50 First Ascent Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.79% | 261.4K | $114.2M | +6.61%(+16.20K) | — | 2023-12-31 | |
| VTI | VANGUARD INDEX FDS | 9.98% | 375.3K | $89.0M | +3.46%(+12.54K) | — | 2023-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 9.02% | 1.58M | $80.5M | +10.67%(+151.91K) | — | 2023-12-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.01% | 2.75M | $80.4M | -0.18%(-5.00K) | — | 2023-12-31 | |
| IUSB | ISHARES TR | 7.2% | 1.40M | $64.3M | +4.44%(+59.34K) | — | 2023-12-31 | |
| SPDW | SPDR INDEX SHS FDS | 6.81% | 1.79M | $60.7M | +12.56%(+199.27K) | — | 2023-12-31 | |
| VXUS | VANGUARD STAR FDS | 6.72% | 1.04M | $60.0M | +6.88%(+66.68K) | — | 2023-12-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 4.9% | 901.0K | $43.7M | -3.98%(-37.32K) | — | 2023-12-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.99% | 1.46M | $35.6M | +2.45%(+34.89K) | — | 2023-12-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.98% | 538.6K | $26.6M | +5.01%(+25.68K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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