StockDriftsStockDriftsTop 50 My Personal CFO, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.23% | 108.4K | $34.8M | -1.21%(-1.33K) | $260.97(+39.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.82% | 48.2K | $17.9M | +4.11%(+1.90K) | $493.84(-17.95%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 5.71% | 117.2K | $13.0M | -5.49%(-6.80K) | $108.62(+15.15%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.68% | 332.6K | $13.0M | +40.08%(+95.18K) | $37.24(+11.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.8% | 43.2K | $11.0M | -4.38%(-1.98K) | $254.88(+17.26%) | 2026-03-31 | |
| OKTA | OKTA INC | 3.85% | 111.8K | $8.8M | +19.19%(+18.00K) | $96.73(-19.16%) | 2026-03-31 | |
| TFLR | T ROWE PRICE ETF INC | 3.77% | 171.2K | $8.6M | +14.10%(+21.15K) | $51.32(-0.74%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.62% | 14.3K | $8.3M | -2.61%(-384) | $351.61(+103.27%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.3% | 167.0K | $7.5M | +3.40%(+5.49K) | $33.88(+50.41%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.79% | 9.8K | $6.4M | +1.14%(+110) | $648.08(+14.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.47% | +38.51% |
| Top 20 Holdings Unweighted | +11.62% | +39.06% |
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