StockDriftsStockDriftsTop 50 Factor Wealth Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 6.55% | 718.4K | $34.8M | +33.03%(+178.35K) | $43.36(+21.39%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.39% | 441.9K | $23.3M | +12.53%(+49.20K) | $39.62(+40.48%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.19% | 37.3K | $22.3M | +64.36%(+14.60K) | $576.34(+18.40%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.54% | 240.1K | $18.8M | +10.29%(+22.40K) | $78.23(-0.29%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.25% | 361.1K | $17.3M | +15.58%(+48.68K) | $47.51(+0.80%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.19% | 238.2K | $16.9M | -6.37%(-16.19K) | $65.07(+17.57%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.04% | 209.7K | $16.2M | +36.97%(+56.62K) | $67.63(+25.81%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.93% | 125.2K | $15.6M | +100.82%(+62.87K) | $118.46(+14.20%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.76% | 185.1K | $14.7M | +18.80%(+29.28K) | $78.97(+0.06%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.7% | 22.0K | $14.3M | -8.29%(-1.99K) | $583.92(+27.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.85% | +32.56% |
| Top 20 Holdings Unweighted | +9.49% | +31.27% |
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