StockDriftsStockDriftsTop 50 Discipline Wealth Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9.55% | 2.33M | $90.7M | +45.82%(+733.31K) | $35.28(+21.01%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 5.92% | 728.9K | $56.3M | +15.64%(+98.57K) | $75.85(+1.10%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.44% | 237.7K | $51.6M | +172.00%(+150.33K) | $211.38(+9.82%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.05% | 387.8K | $38.5M | +151.46%(+233.59K) | $99.70(-0.93%) | 2026-03-31 | |
| HCMT | DIREXION SHARES ETF TRUST | 3.92% | 1.06M | $37.2M | +301.71%(+794.62K) | $36.16(+4.86%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.67% | 133.2K | $34.9M | +218.96%(+91.41K) | $256.85(+11.62%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.57% | 528.7K | $33.9M | +42.36%(+157.32K) | $54.31(+27.02%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.46% | 55.0K | $32.9M | +117.56%(+29.74K) | $560.87(+18.62%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 3.41% | 961.8K | $32.4M | +62.61%(+370.31K) | $30.06(+18.28%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.03% | 599.8K | $28.8M | +12.14%(+64.92K) | $48.82(-1.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.30% | +34.17% |
| Top 20 Holdings Unweighted | +9.77% | +32.25% |
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