StockDriftsStockDriftsTop 28 Hassell Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 25.68% | 238.5K | $76.5M | +2.23%(+5.20K) | $205.53(+77.45%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.69% | 450.6K | $28.9M | -0.40%(-1.82K) | $42.63(+65.67%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 8.97% | 762.7K | $26.7M | +1.46%(+10.99K) | $25.56(+43.74%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 8.78% | 544.8K | $26.2M | +1.08%(+5.82K) | $49.03(-2.30%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 8.43% | 303.7K | $25.1M | -4.09%(-12.97K) | $80.80(+2.18%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.11% | 305.9K | $18.2M | +4.28%(+12.55K) | $58.74(+0.40%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.01% | 226.1K | $17.9M | +2.51%(+5.53K) | $77.27(+2.26%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.67% | 403.3K | $13.9M | +0.48%(+1.93K) | $23.31(+73.38%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.35% | 333.5K | $13.0M | -0.08%(-277) | $23.26(+85.81%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.6% | 272.2K | $10.7M | -1.32%(-3.65K) | $22.52(+87.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.45% | +38.42% |
| Top 20 Holdings Unweighted | +10.96% | +36.63% |
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