StockDriftsStockDriftsTop 50 Nova R Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 12.86% | 676.7K | $40.3M | +10.67%(+65.27K) | $60.41(-2.27%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.66% | 36.8K | $24.0M | -1.13%(-419) | $426.18(+70.58%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 6.48% | 251.9K | $20.3M | +41.73%(+74.16K) | $59.08(+47.91%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.95% | 389.2K | $18.6M | +7.08%(+25.72K) | $47.78(+0.23%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 5.83% | 365.5K | $18.3M | +7.71%(+26.15K) | $50.07(+0.59%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.83% | 56.9K | $18.3M | +1064.30%(+52.02K) | $324.35(+10.06%) | 2026-03-31 | |
| JMOM | J P MORGAN EXCHANGE TRADED F | 5.27% | 243.0K | $16.5M | +57.10%(+88.32K) | $52.83(+46.51%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.02% | 139.2K | $12.6M | -3.61%(-5.21K) | $67.88(+40.58%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.03% | 113.7K | $9.5M | +1817.82%(+107.81K) | $82.11(+7.23%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 2.91% | 19.8K | $9.1M | -2.58%(-524) | $336.76(+34.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.14% | +33.62% |
| Top 20 Holdings Unweighted | +11.64% | +39.15% |
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