StockDriftsStockDriftsTop 10 Oak Root Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 39.4% | 2.91M | $323.1M | +0.00%(+0) | $77.64(+58.56%) | 2026-03-31 | |
| AVLC | AMERICAN CENTY ETF TR | 22.24% | 2.35M | $182.4M | -3.52%(-85.70K) | $52.65(+63.74%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 14.76% | 1.43M | $121.1M | +0.00%(+0) | $58.07(+53.67%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 10.57% | 1.08M | $86.7M | +0.00%(+0) | $54.62(+68.87%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.93% | 54.0K | $32.2M | +1.21%(+647) | $424.71(+56.65%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.72% | 113.7K | $22.3M | -2.84%(-3.32K) | $158.39(+30.38%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.68% | 50.4K | $22.0M | +8.46%(+3.93K) | $58.34(+44.51%) | 2026-03-31 | |
| IDEV | ISHARES TR | 2.26% | 221.5K | $18.5M | +25.02%(+44.33K) | $67.23(+30.96%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.27% | 149.9K | $10.5M | -8.43%(-13.79K) | $49.69(+61.30%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 0.17% | 6.6K | $1.4M | -35.67%(-3.65K) | $159.16(+44.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.83% | +59.47% |
| Top 20 Holdings Unweighted | +16.45% | +57.90% |
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