StockDriftsStockDriftsTop 50 Robinson Smith Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 18.35% | 1.08M | $27.1M | +0.64%(+6.86K) | $18.77(+52.19%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 6.42% | 349.7K | $9.5M | +5.20%(+17.28K) | $27.11(+0.69%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 6% | 36.3K | $8.9M | +0.00%(+0) | $156.24(+47.48%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 5.93% | 188.9K | $8.8M | +251.79%(+135.19K) | $45.46(+9.26%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.43% | 225.8K | $8.0M | +134.47%(+129.51K) | $34.26(+11.17%) | 2026-03-31 | |
| NBSD | NEUBERGER BERMAN ETF TRUST | 3.8% | 110.7K | $5.6M | +10.82%(+10.80K) | $51.04(-0.45%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.76% | 151.2K | $5.6M | +23.90%(+29.16K) | $33.19(+20.20%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.25% | 106.3K | $4.8M | +9.67%(+9.37K) | $35.20(+44.79%) | 2026-03-31 | |
| FLMI | FRANKLIN TEMPLETON ETF TR | 2.61% | 155.8K | $3.9M | +10.30%(+14.56K) | $24.57(+1.28%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 2.38% | 68.9K | $3.5M | -8.46%(-6.36K) | $50.76(+0.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.21% | +37.56% |
| Top 20 Holdings Unweighted | +11.02% | +36.82% |
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