StockDriftsStockDriftsTop 50 Simplicity Wealth,LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 4.35% | 689.8K | $76.7M | -1.31%(-9.13K) | $94.98(+31.69%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.28% | 96.8K | $57.8M | +1.83%(+1.74K) | $499.27(+36.68%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.11% | 647.8K | $55.0M | +5.15%(+31.74K) | $71.02(+28.65%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 2.85% | 1.21M | $50.4M | +4.49%(+52.10K) | $41.51(-0.40%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.95% | 52.8K | $34.5M | +20.66%(+9.03K) | $551.47(+35.23%) | 2026-03-31 | |
| AVSF | AMERICAN CENTY ETF TR | 1.94% | 731.7K | $34.2M | +9.84%(+65.55K) | $46.76(-0.36%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.8% | 182.1K | $31.8M | +2.61%(+4.62K) | $102.77(+119.74%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.8% | 414.6K | $31.7M | +22.75%(+76.84K) | $69.27(+26.13%) | 2026-03-31 | |
| AVLC | AMERICAN CENTY ETF TR | 1.63% | 371.4K | $28.8M | -0.71%(-2.65K) | $67.23(+30.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.54% | 107.3K | $27.2M | +4.90%(+5.02K) | $213.79(+39.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.22% | +41.31% |
| Top 20 Holdings Unweighted | +10.99% | +36.73% |
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