StockDriftsStockDriftsTop 24 Fmfe Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 25.82% | 535.9K | $27.8M | +0.64%(+3.42K) | — | 2024-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 21.95% | 601.6K | $23.6M | +1.11%(+6.63K) | — | 2024-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 20.54% | 375.6K | $22.1M | +0.59%(+2.21K) | — | 2024-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 12.49% | 374.2K | $13.5M | +2.77%(+10.07K) | — | 2024-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 11.4% | 204.3K | $12.3M | -0.07%(-136) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 1.47% | 3.5K | $1.6M | -0.95%(-34) | — | 2024-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.08% | 35.9K | $1.2M | +0.46%(+163) | — | 2024-06-30 | |
| BRO | BROWN & BROWN INC | 0.87% | 10.5K | $941K | +0.00%(+0) | — | 2024-06-30 | |
| CET | CENTRAL SECS CORP | 0.56% | 13.7K | $602K | +0.00%(+0) | — | 2024-06-30 | |
| LLY | ELI LILLY & CO | 0.5% | 591 | $535K | -14.47%(-100) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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