StockDriftsStockDriftsTop 50 Level Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.99% | 91.8K | $54.9M | +1.24%(+1.13K) | $415.23(+60.23%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.63% | 511.0K | $29.9M | +2.04%(+10.21K) | $59.76(-2.49%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.38% | 451.5K | $28.9M | +4.00%(+17.36K) | $48.81(+41.31%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.54% | 226.8K | $17.8M | +8.08%(+16.96K) | $80.18(-2.71%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.95% | 582.3K | $15.5M | +9.93%(+52.62K) | $25.90(+10.73%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.93% | 419.4K | $15.4M | +3.45%(+13.98K) | $29.44(+33.56%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.73% | 184.2K | $14.6M | +2.65%(+4.76K) | $78.70(+0.33%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.65% | 342.6K | $14.3M | +7.05%(+22.55K) | $41.54(+1.44%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.42% | 387.7K | $13.4M | +7.39%(+26.67K) | $27.90(+42.06%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.12% | 260.3K | $12.2M | +9.83%(+23.30K) | $46.39(+0.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.97% | +29.40% |
| Top 20 Holdings Unweighted | +7.14% | +22.97% |
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