StockDriftsStockDriftsTop 50 International Private Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.97% | 15.0K | $9.8M | -9.35%(-1.55K) | $523.99(+41.66%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.13% | 186.0K | $8.4M | +22.90%(+34.65K) | $44.83(+13.66%) | 2026-03-31 | |
| TLT | ISHARES TR | 3.26% | 61.5K | $5.3M | +14.60%(+7.84K) | $90.67(-6.47%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.14% | 112.5K | $5.1M | +1.81%(+2.00K) | $37.50(+34.06%) | 2026-03-31 | |
| IEI | ISHARES TR | 3.07% | 42.3K | $5.0M | -21.93%(-11.88K) | $119.08(-1.26%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 2.78% | 84.2K | $4.5M | +25.08%(+16.88K) | $54.79(-0.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.69% | 17.4K | $4.4M | +37.83%(+4.76K) | $229.01(+30.50%) | 2026-03-31 | |
| XLSR | SSGA ACTIVE TR | 2.47% | 70.0K | $4.0M | +11.08%(+6.99K) | $51.76(+26.59%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.46% | 95.3K | $4.0M | +29.67%(+21.80K) | $42.50(-0.62%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.43% | 19.1K | $4.0M | -0.49%(-94) | $188.50(+43.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.20% | +30.23% |
| Top 20 Holdings Unweighted | +10.09% | +33.44% |
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