StockDriftsStockDriftsTop 50 West Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.34% | 121.6K | $72.7M | -18.67%(-27.91K) | $522.99(+27.21%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.63% | 1.07M | $68.5M | -2.94%(-32.41K) | $46.40(+48.68%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.7% | 96.9K | $63.0M | -1.40%(-1.38K) | $390.91(+85.15%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 9.27% | 1.09M | $54.6M | +1.94%(+20.81K) | $49.24(+1.82%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 8.99% | 719.3K | $53.0M | +0.90%(+6.42K) | $79.76(-8.18%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.96% | 862.2K | $29.2M | -3.14%(-27.95K) | $24.11(+61.26%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.39% | 286.0K | $25.9M | -1.03%(-2.97K) | $61.24(+55.82%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.28% | 373.1K | $25.2M | +2.87%(+10.40K) | $47.30(+54.92%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.62% | 258.0K | $21.3M | +1.06%(+2.70K) | $88.47(-6.73%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.47% | 571.8K | $20.4M | new | $34.96(+8.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.58% | +31.59% |
| Top 20 Holdings Unweighted | +8.90% | +29.14% |
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