StockDriftsStockDriftsTop 45 DiPaolo Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 15.39% | 330.0K | $21.1M | +17.93%(+50.18K) | $61.51(+14.82%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 13.92% | 43.8K | $19.1M | +26.40%(+9.15K) | $79.88(+9.56%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 12.8% | 89.6K | $17.6M | +22.64%(+16.54K) | $189.64(+9.88%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 9.37% | 267.9K | $12.9M | new | $48.18(-0.59%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 8.6% | 150.7K | $11.8M | +33.40%(+37.73K) | $78.80(-1.01%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.12% | 130.3K | $7.0M | +18.72%(+20.54K) | $53.96(+11.08%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.23% | 123.7K | $5.8M | +29.27%(+28.02K) | $47.02(-0.70%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 4.07% | 132.6K | $5.6M | new | $42.39(-0.35%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 3.99% | 79.7K | $5.5M | +29.72%(+18.27K) | $69.95(-2.80%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.25% | 62.8K | $4.5M | +18.17%(+9.65K) | $69.27(+10.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.61% | -21.13% |
| Top 20 Holdings Unweighted | -16.31% | -41.39% |
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