StockDriftsStockDriftsTop 50 McCartney Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 12.46% | 133.1K | $14.8M | +2.21%(+2.88K) | $110.27(+15.26%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.87% | 301.7K | $11.7M | -2.29%(-7.07K) | $39.08(+13.23%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.17% | 58.3K | $4.9M | +0.78%(+449) | $80.63(+11.52%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.09% | 135.9K | $4.9M | +1.89%(+2.52K) | $33.58(+18.25%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.8% | 40.8K | $4.5M | -2.67%(-1.12K) | $100.76(+22.58%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.75% | 91.9K | $4.5M | -2.89%(-2.73K) | $45.64(+20.18%) | 2026-03-31 | |
| AVSF | AMERICAN CENTY ETF TR | 3.67% | 93.0K | $4.4M | +1.60%(+1.46K) | $47.15(-1.07%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 3.52% | 116.7K | $4.2M | -0.85%(-1.00K) | $32.82(+25.74%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.51% | 100.0K | $4.2M | +1.59%(+1.56K) | $41.89(-1.51%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 3.48% | 99.5K | $4.1M | +1.65%(+1.61K) | $42.00(-1.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.51% | +20.81% |
| Top 20 Holdings Unweighted | +9.79% | +32.35% |
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