StockDriftsStockDriftsTop 50 Financial Alternatives, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 17.45% | 833.0K | $32.4M | +30.05%(+192.46K) | $28.72(+50.51%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 17.43% | 829.9K | $32.3M | +66.59%(+331.75K) | $30.88(+34.85%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 8.62% | 243.4K | $16.0M | +10.15%(+22.43K) | $61.74(+7.87%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.83% | 319.2K | $10.8M | +29.09%(+71.92K) | $24.69(+61.02%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.07% | 133.2K | $7.5M | +3.06%(+3.95K) | $54.10(+3.38%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.28% | 68.6K | $6.1M | +4.07%(+2.69K) | $83.13(+15.35%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.23% | 68.0K | $6.0M | +0.08%(+51) | $34.13(+158.42%) | 2026-03-31 | |
| EMB | ISHARES TR | 2.68% | 52.9K | $5.0M | -7.62%(-4.36K) | $82.66(+15.58%) | 2026-03-31 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 2.5% | 104.4K | $4.6M | +5.31%(+5.26K) | $40.91(+15.26%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.47% | 14.3K | $4.6M | -59.03%(-20.57K) | $209.42(+74.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.60% | +35.31% |
| Top 20 Holdings Unweighted | +10.85% | +36.22% |
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