StockDriftsStockDriftsTop 50 Investment Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 7.07% | 187.9K | $27.8M | +1.00%(+1.87K) | $114.52(+35.91%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.77% | 60.9K | $26.6M | +2.78%(+1.65K) | $53.55(+63.41%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.96% | 603.7K | $23.5M | +1.01%(+6.06K) | $28.08(+53.89%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.02% | 24.2K | $15.8M | +2.30%(+544) | $491.30(+51.79%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.62% | 201.0K | $14.3M | +8.81%(+16.28K) | $59.15(+36.47%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.62% | 114.6K | $14.2M | -3.77%(-4.48K) | $105.78(+27.88%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.57% | 89.3K | $10.1M | +3.88%(+3.33K) | $86.43(+58.79%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.07% | 41.5K | $8.1M | -0.28%(-116) | $143.07(+45.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.98% | 30.7K | $7.8M | -1.10%(-342) | $161.49(+85.07%) | 2026-03-31 | |
| AOM | ISHARES TR | 1.8% | 149.3K | $7.1M | +2.83%(+4.12K) | $44.54(+10.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.25% | +45.25% |
| Top 20 Holdings Unweighted | +13.29% | +45.39% |
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