StockDriftsStockDriftsTop 50 Smartleaf Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 4.64% | 1.87M | $128.5M | +21.34%(+328.06K) | $72.81(+10.26%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.3% | 1.49M | $91.3M | +5.09%(+72.31K) | $58.88(+10.94%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.26% | 142.2K | $90.3M | +13.04%(+16.41K) | $649.68(+14.28%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.84% | 318.3K | $78.5M | +10.64%(+30.61K) | $230.14(+30.45%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.17% | 363.2K | $60.0M | +3.70%(+12.95K) | $123.61(+82.28%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.17% | 1.59M | $60.0M | -0.72%(-11.52K) | $37.65(+14.15%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.04% | 1.08M | $56.5M | +18.12%(+165.26K) | $52.93(+10.40%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.01% | 1.08M | $55.7M | +40.52%(+312.55K) | $48.75(+12.52%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.97% | 551.1K | $54.6M | +25.36%(+111.47K) | $99.70(-1.68%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.68% | 530.6K | $46.5M | +41.32%(+155.14K) | $85.56(+11.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.40% | +45.84% |
| Top 20 Holdings Unweighted | +12.81% | +43.57% |
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