StockDriftsStockDriftsTop 50 Gk Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.53% | 24.5K | $15.5M | +1915.72%(+23.28K) | $665.39(+9.26%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.9% | 331.1K | $12.5M | new | $38.53(+6.09%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.66% | 309.8K | $11.1M | new | $37.39(+5.15%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.61% | 141.0K | $8.7M | new | $63.28(+9.02%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.92% | 208.0K | $6.8M | new | $33.22(+17.06%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.83% | 27.2K | $6.7M | +220.06%(+18.67K) | $256.30(+10.88%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.51% | 75.3K | $5.2M | new | $72.54(+8.73%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.67% | 48.4K | $4.2M | new | $88.95(+7.66%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.65% | 127.4K | $4.2M | new | $33.35(+10.28%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.41% | 74.7K | $3.9M | new | $53.90(+10.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.54% | +1.63% |
| Top 20 Holdings Unweighted | +1.69% | +5.16% |
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