StockDriftsStockDriftsTop 50 DeLarme Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 12.95% | 102.5K | $20.1M | +1.51%(+1.52K) | $188.81(+10.36%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.06% | 400.8K | $15.6M | +3.07%(+11.95K) | $37.27(+11.73%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.07% | 259.8K | $11.0M | +26.84%(+54.98K) | $42.60(-0.85%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.34% | 12.7K | $8.3M | +3.96%(+484) | $676.81(+10.18%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.75% | 217.7K | $7.4M | +5.93%(+12.19K) | $32.12(+23.77%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 4.28% | 133.6K | $6.7M | +2.95%(+3.83K) | $49.91(-0.43%) | 2026-03-31 | |
| SGOV | ISHARES TR | 4.24% | 65.4K | $6.6M | +105.83%(+33.65K) | $100.53(-0.02%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.1% | 57.6K | $6.4M | -7.66%(-4.78K) | $100.76(+16.93%) | 2026-03-31 | |
| MEAR | ISHARES U S ETF TR | 4.05% | 124.8K | $6.3M | +5.50%(+6.51K) | $50.41(-0.28%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.79% | 111.5K | $5.9M | -1.10%(-1.24K) | $48.01(+15.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.77% | +11.76% |
| Top 20 Holdings Unweighted | +0.05% | +0.15% |
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