StockDriftsStockDriftsTop 50 Platt Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 17.35% | 418.3K | $17.8M | -0.48%(-2.01K) | $42.83(+11.59%) | 2026-03-31 | |
| MNST | MONSTER BEVERAGE CORP NEW | 6.84% | 96.8K | $7.0M | +0.00%(+0) | $71.99(+19.36%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.34% | 58.9K | $6.5M | -1.42%(-847) | $100.76(+16.93%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO. | 5.29% | 18.4K | $5.4M | +2.67%(+480) | $318.55(-5.74%) | 2026-03-31 | |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 4.82% | 195.3K | $4.9M | +12.05%(+21.00K) | $25.39(+0.68%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.75% | 16.9K | $4.9M | +0.13%(+22) | $278.08(+44.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.62% | 12.8K | $4.7M | -18.14%(-2.83K) | $500.79(-19.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.59% | 18.5K | $4.7M | -0.74%(-138) | $263.24(+13.53%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.58% | 88.9K | $4.7M | +13.77%(+10.76K) | $48.41(+14.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.05% | 15.0K | $3.1M | -24.13%(-4.77K) | $225.20(+19.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -16.41% | -41.59% |
| Top 20 Holdings Unweighted | -13.01% | -34.17% |
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