StockDriftsStockDriftsTop 38 Wealth Advisory Team Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 13.91% | 359.2K | $15.7M | new | $40.01(+10.92%) | 2025-12-31 | |
| DRSK | ETF SER SOLUTIONS | 10.42% | 413.1K | $11.8M | new | $28.08(+1.33%) | 2025-12-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 10% | 152.2K | $11.3M | new | $63.68(+19.73%) | 2025-12-31 | |
| DBEF | DBX ETF TR | 9.51% | 223.0K | $10.7M | new | $43.77(+18.42%) | 2025-12-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 7.01% | 314.1K | $7.9M | new | $24.83(+0.83%) | 2025-12-31 | |
| VYM | VANGUARD WHITEHALL FDS | 6.3% | 49.5K | $7.1M | new | $130.43(+17.34%) | 2025-12-31 | |
| BIV | VANGUARD BD INDEX FDS | 5.91% | 85.6K | $6.7M | new | $76.88(+0.74%) | 2025-12-31 | |
| UITB | VICTORY PORTFOLIOS II | 5.3% | 126.4K | $6.0M | new | $46.95(+0.37%) | 2025-12-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.67% | 43.3K | $5.3M | new | $100.95(+19.51%) | 2025-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.56% | 95.7K | $5.1M | new | $47.72(+21.74%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.00% | +0.00% |
| Top 20 Holdings Unweighted | +0.00% | +0.00% |
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