StockDriftsStockDriftsTop 50 Fiduciary Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 8.39% | 628.8K | $63.3M | +10.47%(+59.57K) | $100.60(-0.17%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 7.01% | 2.18M | $52.8M | +11.51%(+224.69K) | $24.18(-0.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.49% | 192.9K | $48.9M | +0.22%(+430) | $195.18(+45.60%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.25% | 607.3K | $32.1M | +4.00%(+23.35K) | $38.52(+42.07%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.11% | 798.0K | $31.0M | +6.44%(+48.29K) | $33.41(+27.78%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.55% | 687.8K | $26.8M | -6.17%(-45.24K) | $30.92(+32.23%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.46% | 133.0K | $26.1M | +6.62%(+8.25K) | $174.73(+18.19%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.44% | 765.8K | $25.9M | +7.28%(+51.99K) | $26.69(+45.70%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 1.91% | 187.1K | $14.4M | +12.81%(+21.25K) | $75.97(+0.95%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 1.74% | 210.7K | $13.2M | +4.84%(+9.73K) | $53.80(+24.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.98% | +29.43% |
| Top 20 Holdings Unweighted | +9.67% | +31.92% |
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