StockDriftsStockDrifts| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | Avantis U.S. Small Cap Value ETF | 0% | 0 | — | -100.00%(-12.46K) | $95.31(+20.79%) | 2025-12-31 | |
| DFIS | Dimensional Intern Small Cap ETF | 0% | 0 | — | -100.00%(-80.73K) | $30.73(+16.84%) | 2025-12-31 | |
| BKLN | Invesco Senior Loan ETF | 0% | 0 | — | -100.00%(-22.91K) | $20.93(-1.84%) | 2025-12-31 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | 0% | 0 | — | -100.00%(-4.94K) | $96.11(-0.56%) | 2025-12-31 | |
| IEFA | iShares Core MSCI EAFE ETF | 0% | 0 | — | -100.00%(-231.37K) | $85.40(+12.92%) | 2025-12-31 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 0% | 0 | — | -100.00%(-105.71K) | $62.97(+21.14%) | 2025-12-31 | |
| AGG | iShares Core US Aggregate Bond ETF | 0% | 0 | — | -100.00%(-297.83K) | $99.72(-0.11%) | 2025-12-31 | |
| FALN | iShares Fallen Angels USD Bond ETF | 0% | 0 | — | -100.00%(-16.30K) | $27.46(-0.84%) | 2025-12-31 | |
| MBB | iShares MBS ETF | 0% | 0 | — | -100.00%(-3.02K) | $94.52(+0.79%) | 2025-12-31 | |
| ACWI | iShares MSCI ACWI ETF | 0% | 0 | — | -100.00%(-3.18K) | $133.42(+11.53%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.89% | +15.41% |
| Top 20 Holdings Unweighted | +4.93% | +15.54% |
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