StockDriftsStockDriftsTop 50 Applied Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 20.05% | 1.38M | $53.7M | +2.26%(+30.57K) | $28.75(+50.34%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 12.82% | 57.5K | $34.3M | +3.71%(+2.06K) | $402.79(+69.42%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.08% | 337.9K | $21.7M | +1.67%(+5.54K) | $48.30(+46.25%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.89% | 57.6K | $18.5M | -0.26%(-152) | $210.75(+73.05%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.07% | 457.7K | $16.3M | -1.19%(-5.50K) | $23.61(+61.32%) | 2026-03-31 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 5.61% | 219.7K | $15.0M | +15.44%(+29.39K) | $68.72(-1.00%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 5.35% | 69.7K | $14.3M | +4.66%(+3.10K) | $169.50(+34.28%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.83% | 351.6K | $12.9M | +4.17%(+14.09K) | $26.90(+48.33%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.28% | 148.5K | $11.5M | -1.05%(-1.57K) | $60.02(+41.74%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.25% | 161.1K | $8.7M | +2.95%(+4.61K) | $47.71(+25.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.45% | +42.19% |
| Top 20 Holdings Unweighted | +9.75% | +32.18% |
Sign up free to track Applied Capital LLC, compare funds side by side, and get alerts the moment positions change.