StockDriftsStockDriftsTop 50 HTG Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9.77% | 881.5K | $34.3M | +3.42%(+29.13K) | $26.95(+60.38%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 8.78% | 276.8K | $30.8M | +14.76%(+35.60K) | $84.65(+47.77%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.54% | 743.7K | $26.4M | +2.12%(+15.42K) | $24.45(+55.77%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.92% | 285.7K | $24.2M | +1.15%(+3.24K) | $59.91(+52.51%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.1% | 629.4K | $21.4M | +0.23%(+1.42K) | $21.01(+78.61%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 4.77% | 261.5K | $16.7M | +1.39%(+3.60K) | $61.22(+10.69%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.73% | 211.3K | $16.6M | -7.06%(-16.06K) | $76.84(+1.51%) | 2026-03-31 | |
| CBRE | CBRE GROUP INC | 4.28% | 110.8K | $15.0M | -0.47%(-519) | $74.34(+89.20%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.03% | 72.0K | $14.1M | +1.49%(+1.06K) | $157.10(+32.63%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.68% | 129.9K | $12.9M | +8.17%(+9.80K) | $97.72(+0.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.51% | +46.26% |
| Top 20 Holdings Unweighted | +12.47% | +42.27% |
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