StockDriftsStockDriftsTop 50 Juncture Wealth Strategies, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 20.28% | 203.1K | $60.7M | -13.91%(-32.80K) | $202.83(+64.10%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 10.63% | 1.27M | $31.8M | -0.52%(-6.66K) | $17.98(+55.40%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.92% | 365.4K | $17.7M | -6.78%(-26.57K) | $34.67(+50.17%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.97% | 387.3K | $11.9M | +0.10%(+375) | $21.31(+48.70%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.06% | 92.2K | $9.2M | +5.02%(+4.41K) | $103.80(-4.85%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.85% | 136.6K | $8.5M | -3.87%(-5.49K) | $49.20(+36.47%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.82% | 43.9K | $8.4M | new | $191.74(+6.00%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.79% | 100.9K | $8.4M | +4.74%(+4.57K) | $84.47(-2.32%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.47% | 130.8K | $7.4M | -8.84%(-12.68K) | $30.99(+93.50%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.37% | 86.1K | $7.1M | -0.82%(-712) | $74.39(+16.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.95% | +32.91% |
| Top 20 Holdings Unweighted | +5.70% | +18.09% |
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