StockDriftsStockDriftsTop 50 Hmv Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 11.2% | 215.7K | $23.8M | +6.74%(+13.62K) | $93.77(+28.14%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 7.52% | 160.3K | $16.0M | +4.75%(+7.26K) | $76.21(+39.22%) | 2026-03-31 | |
| ITOT | ISHARES TR | 6.54% | 97.8K | $13.9M | +10.89%(+9.60K) | $135.36(+17.09%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.5% | 221.6K | $13.8M | -1.54%(-3.48K) | $54.22(+23.83%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 6.4% | 536.9K | $13.6M | -0.15%(-830) | $21.55(+29.32%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.18% | 41.0K | $13.2M | +5.35%(+2.08K) | $289.82(+23.18%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.59% | 344.6K | $11.9M | +8.66%(+27.45K) | $28.79(+37.71%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.46% | 195.0K | $11.6M | +5.21%(+9.66K) | $59.62(-0.97%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.37% | 184.6K | $7.2M | +4.72%(+8.33K) | $34.64(+23.23%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.26% | 131.3K | $6.9M | -2.80%(-3.79K) | $37.07(+47.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.42% | +23.94% |
| Top 20 Holdings Unweighted | +7.83% | +25.36% |
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