StockDriftsStockDriftsTop 50 Monograph Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DFA US Core Equity 2 ETF | 25.19% | 6.84M | $265.7M | +2.22%(+148.78K) | $28.10(+54.75%) | 2026-03-31 | |
| DFAX | DFA World ex US Core Equity 2 ETF | 19.86% | 6.17M | $209.5M | +1.75%(+106.08K) | $25.67(+45.94%) | 2026-03-31 | |
| DFUV | DFA US Marketwide Value ETF | 4.66% | 1.01M | $49.2M | +4.79%(+46.42K) | $36.57(+44.40%) | 2026-03-31 | |
| DFAT | DFA US Targeted Value ETF | 4.33% | 731.7K | $45.7M | +4.61%(+32.22K) | $49.06(+35.03%) | 2026-03-31 | |
| DCOR | DFA US Core Equity 1 ETF | 3.55% | 519.1K | $37.4M | +9.00%(+42.87K) | $58.21(+38.88%) | 2026-03-31 | |
| DISV | DFA International Small Cap Value ETF | 3.4% | 910.1K | $35.9M | +1.72%(+15.37K) | $24.70(+71.52%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 | 3.4% | 54.8K | $35.8M | +0.00%(+0) | $634.34(+18.48%) | 2026-03-31 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 3.17% | 636.6K | $33.5M | +12.66%(+71.55K) | $51.98(+0.71%) | 2026-03-31 | |
| AAPL | Apple | 2.97% | 123.4K | $31.3M | +15.59%(+16.64K) | $189.91(+57.02%) | 2026-03-31 | |
| DFEM | DFA Emerging Markets Core Equity 2 ETF | 2.96% | 902.3K | $31.2M | +3.07%(+26.89K) | $26.03(+55.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.26% | +61.24% |
| Top 20 Holdings Unweighted | +21.38% | +78.83% |
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