StockDriftsStockDriftsTop 50 Disciplined Investors, L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IDV | ISHARES TR | 7.69% | 303.4K | $12.9M | +13.34%(+35.70K) | $31.57(+42.67%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.45% | 21.0K | $9.2M | +10.23%(+1.95K) | $69.15(+27.97%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 4.98% | 333.1K | $8.4M | -0.48%(-1.59K) | $22.46(+28.20%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.17% | 69.0K | $5.3M | +7.46%(+4.79K) | $64.85(+31.10%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.06% | 68.5K | $5.1M | +0.40%(+275) | $60.53(+36.93%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.98% | 142.8K | $5.0M | +17.26%(+21.03K) | $31.28(+18.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.25% | 14.9K | $3.8M | +6.01%(+845) | $233.97(+27.46%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.21% | 6.2K | $3.7M | +4.21%(+251) | $541.64(+26.97%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.15% | 27.1K | $3.6M | +0.70%(+189) | $117.61(+52.62%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 2.08% | 64.8K | $3.5M | +4.47%(+2.77K) | $54.00(+0.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.09% | +68.92% |
| Top 20 Holdings Unweighted | +19.84% | +72.12% |
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