StockDriftsStockDriftsTop 50 Ridgeline Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLC | AMERICAN CENTY ETF TR | 24.98% | 449.6K | $34.9M | +1.22%(+5.43K) | $68.19(+26.44%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.02% | 354.5K | $12.6M | +1.61%(+5.60K) | $27.62(+34.93%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 8.22% | 149.9K | $11.5M | -25.54%(-51.43K) | $68.23(+24.87%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 6.53% | 113.1K | $9.1M | +0.93%(+1.04K) | $67.19(+30.05%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.1% | 100.3K | $7.1M | +9.73%(+8.89K) | $64.87(+21.59%) | 2026-03-31 | |
| AVNV | AMERICAN CENTY ETF TR | 4.71% | 83.8K | $6.6M | -0.78%(-662) | $63.36(+31.62%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 4.48% | 56.3K | $6.3M | +1.91%(+1.05K) | $97.30(+26.52%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 4.33% | 120.1K | $6.0M | +0.72%(+855) | $50.77(-0.42%) | 2026-03-31 | |
| AVSC | AMERICAN CENTY ETF TR | 3.23% | 72.4K | $4.5M | +3.22%(+2.26K) | $50.98(+34.43%) | 2026-03-31 | |
| OEF | ISHARES TR | 3.22% | 14.1K | $4.5M | +0.00%(+0) | $282.81(+26.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.62% | +21.20% |
| Top 20 Holdings Unweighted | +5.93% | +18.88% |
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