StockDriftsStockDriftsTop 50 Omni 360 Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 7.71% | 104.9K | $14.9M | +7.51%(+7.33K) | $110.85(+42.98%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 6.97% | 176.5K | $13.5M | +3.40%(+5.80K) | $53.94(+57.93%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.44% | 168.8K | $10.5M | +9.45%(+14.57K) | $52.46(+27.98%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.3% | 99.7K | $8.3M | +4.41%(+4.21K) | $66.31(+32.76%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.18% | 19.0K | $8.1M | +2.73%(+505) | $299.94(-59.85%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.45% | 112.4K | $6.7M | +0.87%(+974) | $58.58(+0.79%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.26% | 119.8K | $6.3M | +6.91%(+7.74K) | $36.93(+48.17%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.98% | 82.8K | $5.8M | -2.08%(-1.76K) | $51.74(+54.90%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 2.81% | 70.3K | $5.4M | -1.82%(-1.30K) | $77.07(-0.06%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.53% | 62.5K | $4.9M | -5.58%(-3.70K) | $76.84(+1.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.96% | +44.14% |
| Top 20 Holdings Unweighted | +11.74% | +39.53% |
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