Top 50 Sanchez Levi Garrett Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 16.81% | 44.9K | $26.8M | new | $612.34(+11.84%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.73% | 291.9K | $18.7M | new | $63.28(+11.91%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 6.4% | 90.9K | $10.2M | new | $116.61(+13.11%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.95% | 71.4K | $7.9M | new | $106.23(+16.27%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.71% | 204.2K | $7.5M | new | $37.39(+11.22%) | 2026-03-31 | |
| VSGX | VANGUARD WORLD FD | 3.92% | 87.1K | $6.2M | new | $71.68(+13.19%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.36% | 26.1K | $5.4M | new | $207.46(+17.25%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.28% | 116.0K | $5.2M | new | $45.96(+12.14%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.2% | 102.4K | $5.1M | new | $50.09(+0.88%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.13% | 92.4K | $5.0M | new | $53.90(+9.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Sanchez Levi Garrett, compare funds side by side, and get alerts the moment positions change.