StockDriftsStockDriftsTop 50 Forum Private Client Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 11.15% | 225.8K | $33.4M | +1.76%(+3.92K) | $117.47(+33.85%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 10.65% | 678.5K | $32.0M | +5.79%(+37.12K) | $46.70(+0.13%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.29% | 637.8K | $24.9M | +10.85%(+62.40K) | $30.14(+37.72%) | 2026-03-31 | |
| IWY | ISHARES TR | 7.29% | 87.8K | $21.9M | +5.12%(+4.28K) | $163.74(+80.59%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 7% | 295.5K | $21.0M | +2.36%(+6.81K) | $57.77(+33.12%) | 2026-03-31 | |
| IUSB | ISHARES TR | 5.33% | 346.5K | $16.0M | +2.97%(+9.99K) | $48.22(-4.66%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.38% | 45.6K | $13.1M | +11.31%(+4.64K) | $63.66(+21.77%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.92% | 136.5K | $11.8M | -11.85%(-18.35K) | $63.86(+49.65%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.74% | 17.2K | $11.2M | +0.45%(+77) | $455.82(+64.88%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.59% | 317.1K | $10.8M | +6.53%(+19.44K) | $25.88(+53.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.31% | +27.07% |
| Top 20 Holdings Unweighted | +9.71% | +32.04% |
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