StockDriftsStockDriftsTop 50 Fonville Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 7.28% | 847.4K | $38.2M | -0.69%(-5.86K) | $35.21(+44.73%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.47% | 260.3K | $28.8M | +6.96%(+16.95K) | $91.36(+28.95%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.85% | 345.7K | $25.5M | +0.32%(+1.11K) | $72.71(+0.65%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.7% | 634.0K | $24.7M | +10.92%(+62.41K) | $31.06(+34.07%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 4.69% | 494.5K | $24.6M | +2.40%(+11.61K) | $49.59(+0.23%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 4.05% | 263.9K | $21.3M | +8.72%(+21.17K) | $62.97(+40.18%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.73% | 254.1K | $19.6M | +43.58%(+77.14K) | $76.75(-0.17%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.64% | 237.6K | $19.1M | +4.95%(+11.21K) | $60.90(+55.79%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.9% | 288.8K | $15.2M | +4.95%(+13.62K) | $37.10(+50.01%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 2.79% | 132.1K | $14.7M | +2.07%(+2.68K) | $86.48(+44.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.54% | +35.08% |
| Top 20 Holdings Unweighted | +10.64% | +35.45% |
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