StockDriftsStockDriftsTop 50 Vawter Financial Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JBND | J P MORGAN EXCHANGE TRADED F | 7.79% | 344.5K | $18.5M | +5.66%(+18.45K) | $53.98(-1.79%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 6.48% | 50.9K | $15.4M | -3.86%(-2.04K) | $282.82(+19.34%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.76% | 284.8K | $13.7M | +6.31%(+16.89K) | $49.30(-3.51%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 5.33% | 161.5K | $12.7M | -0.14%(-219) | $78.70(-1.16%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.28% | 47.9K | $12.5M | -1.72%(-838) | $244.35(+15.33%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.82% | 338.2K | $11.5M | -2.86%(-9.96K) | $29.92(+28.63%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 4.08% | 224.8K | $9.7M | +3.17%(+6.90K) | $40.58(+10.50%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 4.07% | 328.1K | $9.7M | -4.83%(-16.65K) | $28.20(+15.36%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.56% | 135.6K | $8.5M | -9.00%(-13.42K) | $55.58(+17.52%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.83% | 167.2K | $6.7M | +3.09%(+5.01K) | $41.66(+9.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.79% | +28.77% |
| Top 20 Holdings Unweighted | +9.98% | +33.04% |
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