StockDriftsStockDriftsTop 50 Note Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 21.13% | 937.1K | $42.3M | +8.84%(+76.14K) | $41.02(+23.58%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 10.06% | 476.6K | $20.1M | +7.93%(+35.01K) | $42.31(-0.88%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.97% | 409.4K | $16.0M | +5.54%(+21.48K) | $32.01(+27.57%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.86% | 250.3K | $9.7M | +1.54%(+3.80K) | $36.89(+16.51%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.3% | 116.8K | $8.6M | +5.77%(+6.38K) | $73.57(-1.13%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 3.26% | 22.1K | $6.5M | -1.63%(-366) | $263.40(+26.41%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.14% | 185.6K | $6.3M | +4.18%(+7.44K) | $27.56(+39.65%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2.71% | 61.0K | $5.4M | +3.10%(+1.83K) | $91.89(+2.20%) | 2026-03-31 | |
| NYF | ISHARES TR | 2.56% | 96.3K | $5.1M | +1.84%(+1.74K) | $53.40(-0.51%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 2.46% | 52.2K | $4.9M | +1.53%(+785) | $74.02(+32.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.26% | +26.87% |
| Top 20 Holdings Unweighted | +5.62% | +17.83% |
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