StockDriftsStockDriftsTop 50 Aegis Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.84% | 15.6K | $10.2M | -1.45%(-230) | $582.75(+28.43%) | 2026-03-31 | |
| SHV | ISHARES TR | 5.33% | 84.4K | $9.3M | +0.61%(+509) | $110.36(-0.25%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.91% | 220.2K | $8.6M | +0.02%(+54) | $30.49(+36.39%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.42% | 11.9K | $7.7M | -14.37%(-1.99K) | $613.16(+21.47%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.23% | 103.9K | $7.4M | +2.87%(+2.90K) | $65.03(+25.38%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.84% | 47.2K | $6.7M | +0.00%(+0) | $127.12(+28.82%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.76% | 135.8K | $6.6M | -7.63%(-11.22K) | $41.30(+32.79%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.69% | 142.9K | $6.4M | +3.78%(+5.21K) | $40.31(+27.86%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.72% | 81.2K | $4.8M | +6.11%(+4.67K) | $58.62(-0.92%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.35% | 105.8K | $4.1M | +1.26%(+1.31K) | $34.67(+27.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.60% | +38.98% |
| Top 20 Holdings Unweighted | +11.96% | +40.36% |
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