StockDriftsStockDriftsTop 50 LVZ, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 13.8% | 572.7K | $120.9M | -3.28%(-19.42K) | $138.51(+62.18%) | 2026-03-31 | |
| IVW | ISHARES TR | 13.52% | 1.05M | $118.5M | +2.75%(+28.01K) | $58.18(+135.91%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 12.88% | 2.90M | $112.8M | +55.43%(+1.03M) | $30.74(+35.45%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 12.03% | 2.67M | $105.4M | -4.66%(-130.84K) | $33.89(+21.28%) | 2026-03-31 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 7.75% | 3.24M | $67.9M | +4.61%(+142.67K) | $21.31(-1.97%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 7.12% | 1.02M | $62.4M | +1.58%(+15.79K) | $57.96(+17.30%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.93% | 967.0K | $52.0M | +3.19%(+29.92K) | $53.44(-0.20%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.96% | 349.7K | $34.7M | +3.47%(+11.74K) | $107.95(-8.59%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.88% | 687.3K | $25.3M | -62.23%(-1.13M) | $25.92(+53.91%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 0.95% | 117.2K | $8.3M | +15.03%(+15.31K) | $56.01(+44.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.72% | +32.09% |
| Top 20 Holdings Unweighted | +10.19% | +33.78% |
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