StockDriftsStockDriftsTop 50 HBE Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | 13.68% | 618.8K | $15.7M | +7.37%(+42.49K) | $23.07(+17.65%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 10.41% | 200.5K | $11.9M | +8.42%(+15.57K) | $59.96(-1.64%) | 2026-03-31 | |
| ITOT | ISHARES TR | 9.76% | 78.6K | $11.2M | +4.22%(+3.19K) | $147.10(+10.12%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 7.71% | 184.7K | $8.8M | +0.29%(+535) | $48.07(-0.37%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 7.31% | 167.8K | $8.4M | -1.10%(-1.86K) | $50.05(+0.83%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 6.76% | 77.6K | $7.8M | -0.37%(-285) | $91.50(+20.30%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.64% | 166.4K | $6.5M | +11.05%(+16.56K) | $39.09(+10.55%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.77% | 158.5K | $5.5M | +8.14%(+11.93K) | $32.67(+23.70%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.01% | 55.1K | $4.6M | -2.69%(-1.52K) | $81.33(+10.10%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.92% | 91.1K | $3.3M | +12.21%(+9.92K) | $37.85(+5.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.27% | +23.43% |
| Top 20 Holdings Unweighted | +7.73% | +25.04% |
Sign up free to track HBE Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.