StockDriftsStockDriftsTop 50 Kaufman Rossin Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | 18.57% | 1.28M | $32.4M | +2.90%(+36.04K) | $21.66(+28.64%) | 2026-03-31 | |
| ITOT | ISHARES TR | 10.86% | 133.1K | $19.0M | +6.42%(+8.02K) | $130.33(+21.61%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 9.41% | 164.3K | $16.4M | -1.66%(-2.77K) | $69.38(+52.92%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.79% | 342.8K | $11.8M | +1.50%(+5.08K) | $27.49(+44.18%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.22% | 247.9K | $9.1M | +10.33%(+23.22K) | $34.57(+13.73%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.42% | 239.1K | $7.7M | +10.90%(+23.50K) | $27.53(+22.07%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.33% | 90.4K | $7.6M | +4.74%(+4.09K) | $68.86(+27.85%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.31% | 96.9K | $5.8M | +27.09%(+20.65K) | $59.47(-0.72%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.17% | 142.4K | $5.5M | -15.73%(-26.58K) | $34.44(+23.95%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.49% | 13.6K | $4.4M | +41.84%(+4.00K) | $299.62(+19.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.76% | +21.69% |
| Top 20 Holdings Unweighted | +5.87% | +18.66% |
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