StockDriftsStockDriftsTop 50 Daner Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.77% | 543.9K | $23.4M | +18.19%(+83.71K) | $35.18(+23.63%) | 2026-03-31 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 8.9% | 225.5K | $15.1M | -9.46%(-23.55K) | $53.76(+26.00%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 8.5% | 42.6K | $14.5M | -0.97%(-418) | $266.69(+28.96%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.68% | 309.4K | $13.1M | +6.96%(+20.13K) | $42.25(-0.12%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 6.17% | 136.5K | $10.5M | -2.84%(-3.99K) | $64.87(+18.55%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.97% | 131.6K | $10.2M | +295.69%(+98.33K) | $70.63(+9.76%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.69% | 82.8K | $8.0M | -0.44%(-369) | $74.18(+30.64%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.65% | 8.4K | $6.2M | -0.19%(-16) | $583.72(+28.75%) | 2026-03-31 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 3.64% | 132.0K | $6.2M | +7.53%(+9.24K) | $47.20(-0.65%) | 2026-03-31 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 3.27% | 110.7K | $5.6M | -0.52%(-578) | $50.15(+0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.40% | +30.93% |
| Top 20 Holdings Unweighted | +10.04% | +33.24% |
Sign up free to track Daner Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.