StockDriftsStockDriftsTop 17 Fort Henry Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.37% | 61.7K | $40.3M | +0.72%(+443) | $364.25(+104.73%) | 2026-03-31 | |
| AGG | ISHARES TR | 18.3% | 304.8K | $30.3M | +3.10%(+9.16K) | $110.37(-10.60%) | 2026-03-31 | |
| IJR | ISHARES TR | 13.03% | 173.3K | $21.5M | +0.86%(+1.49K) | $86.66(+56.10%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 11.44% | 241.3K | $18.9M | +4.42%(+10.21K) | $81.32(-4.08%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 8.89% | 165.7K | $14.7M | +3.81%(+6.08K) | $84.29(+13.76%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.78% | 287.6K | $11.2M | -1.84%(-5.39K) | $27.92(+49.14%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.58% | 174.9K | $5.9M | -2.73%(-4.91K) | $24.89(+59.72%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.54% | 18.3K | $5.9M | +5.01%(+871) | $241.16(+51.23%) | 2026-03-31 | |
| AOA | ISHARES TR | 2.64% | 49.3K | $4.4M | +2.69%(+1.29K) | $64.42(+50.17%) | 2026-03-31 | |
| AOR | ISHARES TR | 2.32% | 59.5K | $3.8M | +0.01%(+6) | $51.44(+33.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.14% | +26.46% |
| Top 20 Holdings Unweighted | +7.93% | +25.72% |
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