StockDriftsStockDriftsTop 47 Trellis Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | 20.96% | 1.62M | $55.1M | +1.99%(+31.56K) | $21.87(+68.21%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 14.53% | 982.7K | $38.2M | +2.82%(+26.95K) | $25.65(+66.41%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 10.34% | 84.7K | $27.2M | -0.42%(-357) | $185.33(+92.62%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 8.71% | 205.7K | $22.9M | -0.22%(-445) | $67.43(+82.57%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 8.01% | 248.0K | $21.0M | -1.48%(-3.72K) | $51.34(+73.81%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 8% | 268.1K | $21.0M | +8.03%(+19.93K) | $77.09(+1.18%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.49% | 195.9K | $14.4M | +9.49%(+16.98K) | $72.81(+0.58%) | 2026-03-31 | |
| EBI | RBB FUND TRUST | 3.69% | 167.6K | $9.7M | +0.00%(+0) | $47.31(+32.82%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.41% | 116.3K | $9.0M | -1.25%(-1.48K) | $48.96(+70.37%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.1% | 102.7K | $8.1M | +6.26%(+6.05K) | $77.13(+2.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.81% | +55.33% |
| Top 20 Holdings Unweighted | +16.81% | +59.37% |
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