StockDriftsStockDriftsTop 50 Grand Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 33.82% | 1.85M | $71.9M | -11.34%(-236.50K) | $28.40(+55.83%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 10.73% | 268.8K | $22.8M | -1.25%(-3.41K) | $58.84(+52.83%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 7.29% | 456.2K | $15.5M | -9.21%(-46.27K) | $25.84(+42.01%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 6.78% | 129.6K | $14.4M | +0.26%(+337) | $80.66(+57.57%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 5.86% | 154.5K | $12.4M | -4.94%(-8.03K) | $57.27(+61.42%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 4.6% | 180.8K | $9.8M | +15.41%(+24.15K) | $53.88(+0.90%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.62% | 216.6K | $7.7M | -7.00%(-16.31K) | $22.04(+70.68%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.33% | 91.5K | $7.1M | +12.26%(+9.99K) | $77.43(-0.74%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.27% | 48.8K | $6.9M | +0.00%(+0) | $102.42(+59.90%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.05% | 81.6K | $6.5M | +6.00%(+4.62K) | $79.75(-1.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.89% | +43.88% |
| Top 20 Holdings Unweighted | +8.68% | +28.36% |
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