StockDriftsStockDriftsTop 50 Merited Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.71% | 16.1K | $10.5M | +40082.50%(+16.03K) | $673.81(+10.67%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.92% | 59.7K | $5.9M | +94728.57%(+59.68K) | $99.82(-1.15%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 4.43% | 155.3K | $5.3M | +20975.71%(+154.59K) | $35.02(+6.68%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.18% | 107.0K | $5.0M | +185.28%(+69.50K) | $47.30(-1.12%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.09% | 35.7K | $4.9M | +6169.24%(+35.10K) | $139.43(+11.45%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.43% | 48.8K | $4.1M | +122.01%(+26.79K) | $82.24(+11.10%) | 2026-03-31 | |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 3.38% | 133.7K | $4.1M | +8320.03%(+132.12K) | $31.21(+8.34%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.62% | 78.7K | $3.2M | +4203.39%(+76.88K) | $44.19(+4.83%) | 2026-03-31 | |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 2.62% | 88.1K | $3.2M | +24039.18%(+87.74K) | $35.18(+6.10%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.58% | 91.7K | $3.1M | +22606.44%(+91.33K) | $32.05(+17.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.81% | -35.98% |
| Top 20 Holdings Unweighted | -12.55% | -33.13% |
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