StockDrifts LogoStockDrifts

Ferguson Johnson Wealth Management INC

Portfolio Manager
Ferguson Johnson Wealth Management INC
Performance
+0.04% (2026 Q1)
AUM (13F)
$123.23M
# of Holdings
34
Performance Rank
Allocation (Top 20)
95.97%

Ferguson Johnson Wealth Management INC Holdings Map

Top 34 Ferguson Johnson Wealth Management INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFCF
DIMENSIONAL ETF TRUST
23.96%699.3K$29.5M
+5.70%(+37.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 661.5K shares2026-Q1: 699.3K shares
$42.65(-1.07%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
9.86%312.7K$12.2M
+4.32%(+12.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 299.8K shares2026-Q1: 312.7K shares
$39.09(+13.21%)
2026-03-31
AVIG
AMERICAN CENTY ETF TR
9.16%271.8K$11.3M
+4.63%(+12.03K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 259.7K shares2026-Q1: 271.8K shares
$41.99(-1.36%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
7.9%88.1K$9.7M
-2.29%(-2.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 90.2K shares2026-Q1: 88.1K shares
$100.76(+22.58%)
2026-03-31
AVSF
AMERICAN CENTY ETF TR
7.28%191.7K$9.0M
+7.05%(+12.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 179.1K shares2026-Q1: 191.7K shares
$47.14(-1.05%)
2026-03-31
IWF
ISHARES TR
6.86%19.8K$8.5M
-1.33%(-268)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.1K shares2026-Q1: 19.8K shares
$470.85(-74.27%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
5.04%73.3K$6.2M
+0.95%(+690)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 72.6K shares2026-Q1: 73.3K shares
$80.64(+11.51%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
4.93%97.2K$6.1M
-1.05%(-1.03K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 98.2K shares2026-Q1: 97.2K shares
$58.88(+18.18%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
4%62.9K$4.9M
+3.58%(+2.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 60.7K shares2026-Q1: 62.9K shares
$78.85(-1.40%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.51%53.6K$4.3M
-1.05%(-568)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 54.2K shares2026-Q1: 53.6K shares
$76.06(+21.53%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Ferguson Johnson Wealth Management INC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all