StockDriftsStockDriftsTop 50 Financially in Tune, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 20.29% | 447.1K | $23.6M | +7.09%(+29.61K) | $48.23(+15.38%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.42% | 232.8K | $11.0M | +16.56%(+33.08K) | $47.42(-1.36%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.49% | 58.8K | $8.7M | +4.86%(+2.73K) | $142.40(+9.30%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 6.93% | 142.2K | $8.1M | +14.75%(+18.28K) | $57.14(-2.12%) | 2026-03-31 | |
| JPUS | J P MORGAN EXCHANGE TRADED F | 4.38% | 39.2K | $5.1M | +0.00%(+1) | $123.93(+9.41%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 4.31% | 140.1K | $5.0M | +4.29%(+5.76K) | $32.90(+27.80%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 2.73% | 63.2K | $3.2M | +0.35%(+220) | $50.30(+0.25%) | 2026-03-31 | |
| SUSA | ISHARES TR | 2.63% | 23.2K | $3.1M | +0.51%(+118) | $137.50(+9.08%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 2.24% | 65.9K | $2.6M | +7.37%(+4.52K) | $36.97(+14.41%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.09% | 118.8K | $2.4M | +20.74%(+20.40K) | $20.57(-0.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.16% | +30.09% |
| Top 20 Holdings Unweighted | +4.12% | +12.86% |
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