StockDriftsStockDriftsTop 50 Navigate Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 12.33% | 174.6K | $17.6M | new | $100.52(-0.08%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.75% | 17.0K | $11.0M | new | $612.34(+11.84%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 7.63% | 291.1K | $10.9M | new | $34.96(+13.59%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 6.1% | 234.2K | $8.7M | new | $33.97(+13.85%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 5.96% | 26.6K | $8.5M | new | $302.08(+11.79%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.07% | 72.6K | $7.2M | new | $99.57(-0.97%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.33% | 17.7K | $6.2M | new | $328.04(+12.41%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.78% | 70.0K | $5.4M | new | $70.40(+15.81%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.44% | 132.2K | $4.9M | new | $33.22(+16.94%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.23% | 84.5K | $4.6M | new | $51.34(+6.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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