StockDriftsStockDriftsTop 50 Petersen Hastings Wealth Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 17.68% | 4.57M | $193.0M | +4.18%(+183.44K) | $42.65(-0.96%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 14.79% | 2.00M | $161.4M | +1.50%(+29.53K) | $74.08(+19.16%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.97% | 2.96M | $108.8M | +3.44%(+98.44K) | $37.88(+5.32%) | 2026-03-31 | |
| IGIB | ISHARES TR | 9.6% | 1.97M | $104.8M | +4.20%(+79.41K) | $53.97(-1.64%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.53% | 119.4K | $71.3M | +3.87%(+4.45K) | $619.48(+10.16%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.18% | 610.9K | $67.5M | +2.42%(+14.43K) | $100.88(+16.78%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 5.75% | 800.1K | $62.7M | +6.68%(+50.09K) | $78.84(-1.07%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.41% | 1.12M | $59.1M | -0.37%(-4.16K) | $48.01(+15.91%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.63% | 505.7K | $50.5M | -0.65%(-3.31K) | $91.50(+20.30%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.99% | 1.28M | $43.5M | +1.03%(+13.06K) | $32.06(+23.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.45% | +17.26% |
| Top 20 Holdings Unweighted | +1.55% | +4.73% |
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