StockDriftsStockDriftsTop 50 Financial Consulate, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 16.59% | 5.19M | $133.1M | -0.19%(-9.77K) | $17.75(+65.63%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.34% | 2.04M | $74.9M | +2.54%(+50.53K) | $30.75(+35.25%) | 2026-03-31 | |
| MFDX | PIMCO EQUITY SER | 8.37% | 1.69M | $67.2M | +1.03%(+17.15K) | $29.51(+40.63%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.72% | 1.85M | $45.9M | +1.69%(+30.79K) | $15.66(+75.37%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.96% | 1.24M | $39.8M | +3.47%(+41.43K) | $28.92(+18.32%) | 2026-03-31 | |
| SHV | ISHARES TR | 4.52% | 328.7K | $36.3M | new | $110.27(-0.17%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.39% | 705.9K | $35.3M | +26.60%(+148.34K) | $49.27(+0.64%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.75% | 422.6K | $30.1M | -0.45%(-1.91K) | $62.63(+30.18%) | 2026-03-31 | |
| FNDB | SCHWAB STRATEGIC TR | 3.52% | 1.04M | $28.3M | +1.99%(+20.27K) | $19.56(+56.51%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.33% | 323.3K | $26.7M | new | $82.69(-0.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.07% | +40.76% |
| Top 20 Holdings Unweighted | +10.20% | +33.82% |
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