StockDriftsStockDriftsTop 50 Baker Boyer National Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DFA U.S. Core Equity 2 ETF | 21.14% | 1.81M | $70.3M | +1.29%(+23.00K) | $24.23(+78.38%) | 2026-03-31 | |
| DFAX | DFA World Ex-U.S. Core Equity 2 ETF | 17.98% | 1.76M | $59.9M | +2.46%(+42.36K) | $22.25(+68.63%) | 2026-03-31 | |
| VTEB | Vanguard Muni Bond Tax Exempt | 17.57% | 1.17M | $58.5M | +0.81%(+9.43K) | $49.68(+0.84%) | 2026-03-31 | |
| DFUV | DFA U.S. Marketwide Value ETF | 6.44% | 442.1K | $21.4M | -0.25%(-1.13K) | $31.69(+66.08%) | 2026-03-31 | |
| FBND | Fidelity Total Bond ETF | 5.62% | 410.2K | $18.7M | +4.12%(+16.24K) | $47.55(-4.29%) | 2026-03-31 | |
| DFIV | DFA International Value ETF | 3.27% | 206.5K | $10.9M | -2.29%(-4.84K) | $28.90(+92.56%) | 2026-03-31 | |
| DFAI | DFA Intl Core Equity ETF | 2.3% | 196.5K | $7.7M | -0.05%(-105) | $28.49(+46.15%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.28% | 20.5K | $7.6M | +2.47%(+495) | $436.79(-7.23%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 1.61% | 8.3K | $5.4M | +0.00%(+0) | $634.95(+16.91%) | 2026-03-31 | |
| AAPL | Apple Inc | 1.45% | 19.0K | $4.8M | -1.41%(-272) | $142.14(+110.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.31% | +30.59% |
| Top 20 Holdings Unweighted | +11.38% | +38.18% |
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