StockDriftsStockDriftsTop 29 Generations Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 26.6% | 705.0K | $27.4M | +4.25%(+28.72K) | $39.09(+13.21%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 19.98% | 605.8K | $20.6M | -0.12%(-706) | $32.05(+14.46%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 10.76% | 99.7K | $11.1M | +2.99%(+2.90K) | $110.28(+15.25%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 7.07% | 22.7K | $7.3M | +15.66%(+3.07K) | $331.22(+11.33%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.05% | 47.1K | $5.2M | +1.11%(+518) | $100.82(+22.51%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.27% | 67.4K | $3.4M | +13.36%(+7.94K) | $50.00(-0.85%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.26% | 53.7K | $3.4M | +12.47%(+5.96K) | $59.11(+17.71%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.24% | 68.9K | $3.3M | +3.93%(+2.61K) | $45.71(+19.99%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.75% | 39.9K | $2.8M | -9.55%(-4.21K) | $69.06(+18.05%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.34% | 37.6K | $2.4M | +15.39%(+5.02K) | $61.47(+15.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.61% | +4.91% |
| Top 20 Holdings Unweighted | -0.22% | -0.67% |
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