StockDriftsStockDriftsTop 50 Marquette Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 18.58% | 4.27M | $124.3M | +0.53%(+22.53K) | $8.50(+303.78%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 12.9% | 2.22M | $86.3M | +0.50%(+11.11K) | $26.14(+59.28%) | 2026-03-31 | |
| IWD | ISHARES TR | 12.57% | 393.6K | $84.1M | +2.56%(+9.81K) | $178.99(+31.12%) | 2026-03-31 | |
| IWF | ISHARES TR | 7.55% | 118.4K | $50.5M | +0.18%(+213) | $17.07(+628.07%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 7.51% | 454.7K | $50.2M | -0.27%(-1.24K) | $62.31(+89.08%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.56% | 129.4K | $37.2M | +0.78%(+1.01K) | $46.42(+65.96%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.93% | 330.3K | $33.0M | +0.71%(+2.35K) | $58.78(+87.27%) | 2026-03-31 | |
| RPG | INVESCO EXCHANGE TRADED FD T | 4.91% | 702.9K | $32.9M | -0.04%(-262) | $21.61(+167.60%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.53% | 305.1K | $30.3M | +5.60%(+16.18K) | $97.47(+1.23%) | 2026-03-31 | |
| USTB | VICTORY PORTFOLIOS II | 3.97% | 525.4K | $26.6M | +1.66%(+8.58K) | $48.72(+3.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.44% | +46.00% |
| Top 20 Holdings Unweighted | +11.87% | +40.01% |
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