StockDriftsStockDriftsTop 50 Shore Point Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMOM | J P MORGAN EXCHANGE TRADED F | 13.65% | 657.1K | $34.6M | +3.14%(+20.00K) | $48.15(+60.74%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.99% | 237.4K | $25.3M | +4.95%(+11.19K) | $165.62(+24.69%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 7.69% | 578.0K | $19.5M | +67.78%(+233.49K) | $32.13(+10.66%) | 2026-03-31 | |
| AVSC | AMERICAN CENTY ETF TR | 7.43% | 403.2K | $18.8M | new | $60.52(+13.24%) | 2026-03-31 | |
| IMTM | ISHARES TR | 7.01% | 453.3K | $17.7M | -0.31%(-1.43K) | $39.06(+32.37%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 4.12% | 210.9K | $10.4M | +231.00%(+147.17K) | $49.59(-0.05%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 2.92% | 148.3K | $7.4M | +6.29%(+8.78K) | $50.67(+0.24%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 2.89% | 358.6K | $7.3M | -40.21%(-241.11K) | $28.28(+26.69%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.78% | 75.9K | $7.0M | +0.32%(+244) | $79.27(+19.17%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.74% | 205.0K | $6.9M | -3.48%(-7.38K) | $25.79(+50.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.95% | +36.59% |
| Top 20 Holdings Unweighted | +8.45% | +27.56% |
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