StockDriftsStockDriftsTop 50 Conrad Siegel Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.62% | 3.08M | $119.8M | +1.69%(+51.22K) | $29.42(+45.10%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 18.17% | 168.5K | $100.7M | +3.46%(+5.63K) | $414.04(+60.68%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.5% | 519.9K | $47.1M | +1.30%(+6.69K) | $71.81(+32.89%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.32% | 632.9K | $40.6M | +2.76%(+16.99K) | $52.88(+30.44%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.36% | 122.6K | $35.2M | +2.73%(+3.26K) | $55.67(+39.57%) | 2026-03-31 | |
| LRGF | ISHARES TR | 6.35% | 533.2K | $35.2M | +49.10%(+175.60K) | $56.74(+28.29%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.97% | 440.5K | $27.5M | +3.13%(+13.37K) | $53.59(+25.28%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.42% | 720.5K | $24.5M | -0.04%(-258) | $25.41(+44.74%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.64% | 271.0K | $14.6M | +5.86%(+15.01K) | $47.50(+24.96%) | 2026-03-31 | |
| INTF | ISHARES TR | 2.52% | 357.9K | $13.9M | +13.75%(+43.25K) | $37.01(+10.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.37% | +45.70% |
| Top 20 Holdings Unweighted | +13.52% | +46.29% |
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