StockDriftsStockDriftsTop 50 Dbk Financial Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | 12.97% | 172.2K | $17.1M | +12.75%(+19.47K) | $99.34(-0.18%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.13% | 126.4K | $8.1M | -19.93%(-31.46K) | $48.42(+48.38%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.82% | 11.8K | $7.7M | -0.81%(-97) | $447.02(+69.53%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.51% | 10.3K | $6.0M | -1.66%(-174) | $377.90(+96.66%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.31% | 80.3K | $5.7M | +12.26%(+8.77K) | $57.02(+45.15%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4% | 135.4K | $5.3M | -0.12%(-160) | $30.05(+39.15%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.63% | 61.1K | $4.8M | +7.79%(+4.41K) | $80.02(-2.77%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.62% | 67.2K | $4.8M | +4.05%(+2.62K) | $56.91(+39.14%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.49% | 129.2K | $4.6M | +15.69%(+17.52K) | $30.57(+30.24%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.37% | 7.4K | $4.4M | -1.10%(-83) | $451.15(+54.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.41% | +30.98% |
| Top 20 Holdings Unweighted | +10.20% | +33.82% |
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