StockDriftsStockDriftsTop 50 Foundation Wealth Management, LLC\PA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 12.09% | 106.9K | $34.3M | +9.49%(+9.26K) | $302.25(+20.67%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 10.46% | 358.4K | $29.7M | +6.40%(+21.56K) | $82.82(-0.31%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.3% | 225.3K | $17.9M | +10.03%(+20.53K) | $79.17(-0.19%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.73% | 463.4K | $16.2M | +15.85%(+63.40K) | $31.09(+18.16%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.92% | 379.1K | $13.9M | +13.99%(+46.54K) | $35.33(+12.94%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.61% | 20.0K | $13.1M | -0.62%(-124) | $582.75(+27.97%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.32% | 354.6K | $12.3M | +9.05%(+29.44K) | $28.56(+41.51%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 4.03% | 458.6K | $11.4M | +8.36%(+35.40K) | $24.91(-0.91%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.78% | 275.9K | $10.7M | -3.92%(-11.24K) | $34.44(+25.49%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.78% | 167.3K | $10.7M | +15.66%(+22.65K) | $54.93(+28.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.61% | +31.67% |
| Top 20 Holdings Unweighted | +12.11% | +40.92% |
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