StockDriftsStockDriftsTop 50 Dickmeyer Boyce Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 6.48% | 241.4K | $11.0M | new | $45.83(-0.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.68% | 31.4K | $8.0M | new | $262.82(+17.43%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.09% | 226.8K | $7.0M | new | $29.06(+11.48%) | 2026-03-31 | |
| IWR | ISHARES TR | 3.84% | 67.1K | $6.5M | new | $96.75(+14.05%) | 2026-03-31 | |
| DON | WISDOMTREE TR | 3.82% | 123.7K | $6.5M | new | $52.07(+8.99%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.53% | 40.5K | $6.0M | new | $145.81(+9.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.25% | 14.9K | $5.5M | new | $426.90(-8.53%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.17% | 22.0K | $5.4M | new | $225.69(+16.55%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.14% | 107.0K | $5.3M | new | $50.09(+0.88%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 2.73% | 52.8K | $4.6M | new | $88.63(+8.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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