StockDriftsStockDriftsTop 41 Strategent Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 20.35% | 50.1K | $30.0M | +4.46%(+2.14K) | $542.96(+25.68%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 15.8% | 379.4K | $23.3M | +3.22%(+11.84K) | $57.51(+18.23%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 7.47% | 46.3K | $11.0M | +6.37%(+2.77K) | $209.79(+40.22%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.37% | 16.3K | $9.4M | -3.81%(-644) | $499.65(+43.04%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.67% | 130.3K | $8.4M | +5.07%(+6.28K) | $52.21(+35.28%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.61% | 104.1K | $8.3M | +76.19%(+45.04K) | $79.40(-0.48%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 4.84% | 88.5K | $7.1M | +9.03%(+7.33K) | $74.23(+18.92%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.81% | 158.1K | $5.6M | +10.52%(+15.05K) | $29.57(+28.77%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 3.31% | 33.4K | $4.9M | -6.03%(-2.14K) | $137.07(+7.30%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.96% | 61.3K | $4.4M | +7.74%(+4.40K) | $65.29(+17.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.72% | +28.51% |
| Top 20 Holdings Unweighted | +13.09% | +44.65% |
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