StockDriftsStockDriftsTop 42 Bco Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 20.17% | 864.0K | $33.6M | +1.12%(+9.56K) | $34.71(+22.99%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 17.24% | 398.2K | $28.7M | +1.54%(+6.04K) | $64.45(+22.92%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 13.09% | 516.3K | $21.8M | +2.70%(+13.57K) | $42.22(+0.08%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 11.06% | 518.1K | $18.4M | +0.13%(+666) | $27.54(+35.31%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 10.31% | 358.3K | $17.2M | +4.48%(+15.38K) | $47.46(+0.91%) | 2026-03-31 | |
| MUB | ISHARES TR | 5.42% | 85.0K | $9.0M | +8.60%(+6.73K) | $107.51(-0.69%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.38% | 259.2K | $9.0M | +0.77%(+1.97K) | $27.52(+44.04%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 3.12% | 108.3K | $5.2M | +5.42%(+5.57K) | $48.01(+0.43%) | 2026-03-31 | |
| SUB | ISHARES TR | 2.38% | 37.2K | $4.0M | +11.08%(+3.71K) | $106.13(+0.15%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.21% | 49.9K | $3.7M | +0.29%(+143) | $73.51(-0.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.57% | +14.34% |
| Top 20 Holdings Unweighted | +5.62% | +17.84% |
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