StockDriftsStockDriftsTop 50 Trace Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 13.47% | 56.0K | $18.0M | -6.40%(-3.83K) | $286.52(+28.23%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 13.13% | 157.6K | $17.5M | -4.19%(-6.89K) | $96.17(+30.91%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.5% | 177.0K | $11.3M | -4.87%(-9.06K) | $50.41(+39.98%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 7.36% | 115.7K | $9.8M | -3.31%(-3.96K) | $64.38(+41.51%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.73% | 81.3K | $9.0M | -2.18%(-1.82K) | $96.15(+23.53%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.76% | 78.7K | $6.3M | -3.97%(-3.26K) | $63.03(+50.76%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 4.44% | 41.0K | $5.9M | +0.65%(+265) | $169.97(-16.04%) | 2026-03-31 | |
| TILT | FLEXSHARES TR | 4.43% | 24.5K | $5.9M | +0.00%(+0) | $214.39(+26.48%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.67% | 101.2K | $4.9M | +0.00%(+0) | $41.30(+27.86%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.36% | 17.6K | $4.5M | -5.89%(-1.10K) | $232.77(+28.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.45% | +49.92% |
| Top 20 Holdings Unweighted | +15.01% | +52.12% |
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