StockDriftsStockDriftsTop 40 Paragon Wealth Strategies, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 12.82% | 106.6K | $46.6M | +5408.73%(+104.71K) | — | 2023-12-31 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 11.85% | 1.25M | $43.0M | new | — | 2023-12-31 | |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 11.65% | 1.45M | $42.3M | new | — | 2023-12-31 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 10.36% | 124.2K | $37.6M | -18.64%(-28.46K) | — | 2023-12-31 | |
| QQQ | POWERSHARES QQQ TR | 10.23% | 90.8K | $37.2M | -19.02%(-21.32K) | — | 2023-12-31 | |
| CALF | PACER US SMALL CAP CASH COWS 100 ETF | 8.74% | 661.2K | $31.8M | -1.14%(-7.60K) | — | 2023-12-31 | |
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 8.45% | 1.07M | $30.7M | new | — | 2023-12-31 | |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 7.93% | 773.9K | $28.8M | new | — | 2023-12-31 | |
| CSHI | NEOS ETF TRUST | 4.77% | 347.4K | $17.3M | +3.68%(+12.32K) | — | 2023-12-31 | |
| IGEB | ISHARES INVESTMENT GRADE BOND FACTOR ETF | 3.27% | 262.9K | $11.9M | +0.54%(+1.42K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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