StockDriftsStockDriftsTop 50 Gem Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | 13% | 413.0K | $29.5M | -1.53%(-6.41K) | $73.58(-1.01%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.3% | 233.2K | $16.5M | +12.85%(+26.55K) | $45.91(+71.81%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.49% | 22.6K | $14.7M | -3.37%(-788) | $370.41(+95.40%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.19% | 301.7K | $11.8M | +2.77%(+8.14K) | $27.52(+48.53%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.17% | 132.8K | $9.4M | +7.23%(+8.95K) | $55.32(+40.58%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.49% | 233.3K | $7.9M | +12.14%(+25.25K) | $25.97(+49.74%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.96% | 148.5K | $6.7M | +2.61%(+3.78K) | $30.11(+65.97%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.73% | 127.5K | $6.2M | +1.34%(+1.68K) | $32.49(+60.24%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.7% | 55.7K | $6.1M | +10.36%(+5.23K) | $83.73(+48.04%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.54% | 148.1K | $5.8M | +0.28%(+414) | $27.47(+55.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.69% | +28.39% |
| Top 20 Holdings Unweighted | +11.80% | +39.73% |
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