StockDriftsStockDriftsTop 50 GeoWealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 7.76% | 4.66M | $215.4M | +1.78%(+81.79K) | $45.94(+0.06%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.23% | 336.1K | $200.8M | +0.99%(+3.29K) | $485.69(+41.60%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.93% | 4.95M | $192.5M | +2.24%(+108.60K) | $32.97(+31.90%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 4.58% | 425.4K | $127.1M | +0.23%(+959) | $233.60(+47.23%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.9% | 337.4K | $108.2M | -1.54%(-5.27K) | $258.65(+42.05%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.66% | 2.23M | $101.6M | -0.30%(-6.68K) | $35.15(+42.93%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.93% | 2.39M | $81.2M | -1.54%(-37.42K) | $25.51(+46.84%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.78% | 1.55M | $77.2M | +1.95%(+29.60K) | $50.76(-1.39%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.03% | 1.33M | $56.3M | +7.55%(+93.52K) | $42.27(-0.16%) | 2026-03-31 | |
| IAGG | ISHARES TR | 1.88% | 1.04M | $52.1M | +3.04%(+30.72K) | $50.26(-0.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.03% | +26.09% |
| Top 20 Holdings Unweighted | +8.28% | +26.94% |
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