StockDriftsStockDriftsTop 50 Highland Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 11.08% | 548.4K | $42.0M | +7.87%(+40.00K) | $55.80(+56.58%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 9.91% | 157.9K | $37.5M | +7.60%(+11.15K) | $199.20(+47.67%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 9.84% | 335.2K | $37.3M | +8.11%(+25.14K) | $79.46(+57.41%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 9.65% | 810.3K | $36.6M | +8.86%(+65.92K) | $32.81(+55.31%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 7.15% | 246.8K | $27.1M | +8.28%(+18.87K) | $71.90(+78.00%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 6.2% | 564.8K | $23.5M | +6.63%(+35.12K) | $41.73(-0.92%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.97% | 204.6K | $22.6M | +5.46%(+10.60K) | $84.65(+39.17%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.46% | 243.7K | $20.7M | +4.92%(+11.42K) | $59.16(+54.44%) | 2026-03-31 | |
| GINN | GOLDMAN SACHS ETF TR | 4.51% | 250.3K | $17.1M | +5.36%(+12.72K) | $52.18(+48.18%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.11% | 133.5K | $11.8M | +7.83%(+9.69K) | $39.69(+122.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.36% | +49.54% |
| Top 20 Holdings Unweighted | +13.29% | +45.39% |
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