StockDriftsStockDriftsTop 50 Lauer Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 13.54% | 27.9K | $16.9M | -4.20%(-1.22K) | $371.83(+92.22%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 11.37% | 157.0K | $14.2M | -0.25%(-398) | $66.26(+44.38%) | 2026-03-31 | |
| ILCV | ISHARES TR | 11.02% | 143.9K | $13.8M | +1.41%(+2.00K) | $70.64(+42.03%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 9.88% | 244.9K | $12.3M | -12.40%(-34.67K) | $50.29(+0.26%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 8.96% | 238.8K | $11.2M | +1.55%(+3.64K) | $36.58(+39.31%) | 2026-03-31 | |
| TSLA | TESLA INC | 5.46% | 19.9K | $6.8M | -12.15%(-2.75K) | $188.44(+136.29%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.27% | 112.5K | $6.6M | +4.24%(+4.57K) | $58.45(-0.31%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.05% | 106.0K | $6.3M | +4.57%(+4.63K) | $58.77(+0.36%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.48% | 41.7K | $3.1M | +3.26%(+1.32K) | $62.29(+22.81%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.16% | 66.8K | $2.7M | +45.60%(+20.93K) | $52.75(-14.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.78% | +32.29% |
| Top 20 Holdings Unweighted | +9.40% | +30.93% |
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