StockDriftsStockDriftsTop 49 Trailhead Planners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 10.79% | 288.4K | $11.2M | +0.46%(+1.33K) | $37.24(+11.67%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 10.11% | 130.7K | $10.5M | +1.90%(+2.44K) | $74.09(+22.59%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 9% | 255.0K | $9.4M | +5.56%(+13.44K) | $37.87(+9.81%) | 2026-03-31 | |
| AVSU | AMERICAN CENTY ETF TR | 7.76% | 109.4K | $8.1M | +1.54%(+1.66K) | $74.94(+16.81%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.55% | 61.7K | $6.8M | +0.20%(+122) | $100.77(+22.57%) | 2026-03-31 | |
| AVSD | AMERICAN CENTY ETF TR | 5.68% | 80.3K | $5.9M | -0.14%(-114) | $72.91(+10.40%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.96% | 128.0K | $4.1M | +2.77%(+3.45K) | $31.05(+10.19%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.53% | 36.5K | $3.7M | -10.09%(-4.10K) | $100.54(-0.10%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.23% | 33.7K | $3.4M | -2.40%(-829) | $91.50(+14.12%) | 2026-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 3.18% | 55.2K | $3.3M | +2.93%(+1.57K) | $57.88(+12.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.39% | +27.36% |
| Top 20 Holdings Unweighted | +9.45% | +31.13% |
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