StockDriftsStockDriftsTop 50 Intelligence Driven Advisers, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 15.42% | 1.45M | $107.8M | -6.17%(-95.60K) | $49.48(+54.09%) | 2025-12-31 | |
| IWY | ISHARES TR | 9.84% | 248.6K | $68.8M | -7.00%(-18.70K) | $170.84(+60.37%) | 2025-12-31 | |
| QEFA | SPDR INDEX SHS FDS | 9.39% | 724.4K | $65.7M | -4.26%(-32.23K) | $65.32(+49.66%) | 2025-12-31 | |
| IUSB | ISHARES TR | 6.94% | 1.04M | $48.5M | -6.61%(-73.82K) | $45.92(+1.09%) | 2025-12-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.5% | 747.4K | $45.4M | -2.65%(-20.36K) | $46.70(+34.74%) | 2025-12-31 | |
| SCHR | SCHWAB STRATEGIC TR | 6.34% | 1.77M | $44.4M | -6.65%(-125.97K) | $24.77(+0.64%) | 2025-12-31 | |
| IUS | INVESCO EXCH TRD SLF IDX FD | 5.42% | 662.7K | $37.9M | +0.76%(+4.98K) | $48.79(+24.59%) | 2025-12-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.47% | 925.1K | $24.3M | -9.05%(-92.01K) | $17.32(+55.94%) | 2025-12-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.36% | 499.6K | $23.5M | -7.43%(-40.08K) | $46.40(+1.55%) | 2025-12-31 | |
| COWZ | PACER FDS TR | 2.98% | 346.4K | $20.8M | -11.44%(-44.75K) | $46.58(+33.61%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.85% | +43.73% |
| Top 20 Holdings Unweighted | +14.11% | +48.57% |
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