StockDriftsStockDriftsTop 50 Freedom Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 12.94% | 1.19M | $43.6M | -14.08%(-194.35K) | $29.59(+34.82%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 10.79% | 512.6K | $36.3M | -11.85%(-68.88K) | $60.41(+33.61%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.2% | 872.8K | $31.0M | -6.93%(-65.02K) | $25.25(+50.86%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 8.83% | 151.6K | $29.7M | -4.86%(-7.75K) | $148.76(+40.07%) | 2026-03-31 | |
| EZM | WISDOMTREE TR | 5.87% | 294.0K | $19.8M | -2.48%(-7.47K) | $53.55(+33.94%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.18% | 515.4K | $17.5M | -4.97%(-26.94K) | $23.47(+69.38%) | 2026-03-31 | |
| AVDS | AMERICAN CENTY ETF TR | 4.38% | 205.2K | $14.7M | -9.61%(-21.81K) | $54.09(+46.63%) | 2026-03-31 | |
| IVLU | ISHARES TR | 3.83% | 325.5K | $12.9M | -4.22%(-14.32K) | $26.20(+62.89%) | 2026-03-31 | |
| REET | ISHARES TR | 3.5% | 469.1K | $11.8M | new | $25.02(+8.97%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 3% | 288.2K | $10.1M | -5.98%(-18.32K) | $27.46(+33.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.45% | +34.73% |
| Top 20 Holdings Unweighted | +11.29% | +37.85% |
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