StockDriftsStockDriftsTop 50 Altiora Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 18.5% | 2.89M | $112.3M | -0.39%(-11.40K) | $24.35(+81.71%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 8.1% | 1.45M | $49.2M | +0.86%(+12.29K) | $21.88(+67.65%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 7.28% | 922.5K | $44.2M | -5.33%(-51.95K) | $47.18(+1.22%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.76% | 90.0K | $28.9M | +5.99%(+5.08K) | $239.05(+54.26%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 4.69% | 376.3K | $28.5M | +22.11%(+68.14K) | $75.53(-0.01%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.3% | 199.2K | $20.0M | -8.88%(-19.41K) | $100.57(-0.13%) | 2026-03-31 | |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | 3.16% | 899.0K | $19.2M | -16.33%(-175.43K) | $23.07(-9.42%) | 2026-03-31 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 3.14% | 630.4K | $19.1M | -5.13%(-34.06K) | $27.40(-6.23%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 2.68% | 652.8K | $16.3M | +1.32%(+8.51K) | $24.49(+0.40%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 2.65% | 222.9K | $16.1M | +7.42%(+15.40K) | $61.55(+33.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.67% | +28.32% |
| Top 20 Holdings Unweighted | +6.65% | +21.29% |
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