StockDriftsStockDriftsTop 50 Forteris Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 7.04% | 163.1K | $7.4M | +1.42%(+2.29K) | $46.28(+10.12%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.72% | 153.4K | $6.0M | +1.25%(+1.89K) | $37.25(+11.80%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.44% | 117.3K | $5.7M | +2.55%(+2.92K) | $45.69(+15.20%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.59% | 25.0K | $4.8M | +1.16%(+286) | $196.54(+7.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.33% | 17.8K | $4.5M | -3.88%(-720) | $263.24(+13.53%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.78% | 39.8K | $3.9M | +5.55%(+2.09K) | $100.04(-1.37%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.55% | 95.4K | $3.7M | -3.87%(-3.84K) | $39.08(+10.59%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.51% | 69.5K | $3.7M | +2.71%(+1.84K) | $48.10(+15.70%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 3.39% | 10.4K | $3.5M | +0.03%(+3) | $230.88(+89.10%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.39% | 49.9K | $3.5M | -0.10%(-49) | $73.31(+10.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.59% | -7.57% |
| Top 20 Holdings Unweighted | -1.01% | -2.99% |
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