StockDriftsStockDriftsTop 50 Oak Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | 13.79% | 295.9K | $25.1M | -1.42%(-4.27K) | $64.98(+40.61%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 13.65% | 223.5K | $24.8M | +5.61%(+11.86K) | $96.86(+29.14%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.54% | 29.4K | $19.2M | -0.76%(-226) | $585.87(+27.29%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.84% | 413.0K | $16.1M | +1.23%(+5.03K) | $30.80(+35.18%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 5.58% | 126.1K | $10.2M | +3.66%(+4.45K) | $62.55(+51.68%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.58% | 225.1K | $10.2M | +1.69%(+3.75K) | $40.29(+26.50%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.72% | 77.7K | $8.6M | -0.25%(-192) | $96.09(+22.61%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 3.98% | 113.4K | $7.2M | +6.74%(+7.16K) | $61.94(+9.39%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.48% | 86.1K | $6.3M | +12.23%(+9.39K) | $73.65(-0.64%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.48% | 63.5K | $6.3M | +2.33%(+1.44K) | $69.01(+59.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.40% | +53.70% |
| Top 20 Holdings Unweighted | +10.90% | +36.38% |
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