StockDriftsStockDriftsTop 50 Integris Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 15.37% | 852.8K | $66.9M | +4.51%(+36.82K) | $75.72(+3.01%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.05% | 614.7K | $39.4M | +0.07%(+429) | $47.14(+46.32%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.28% | 55.1K | $36.0M | -1.38%(-773) | $371.84(+95.51%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 8.13% | 110.2K | $35.4M | +1.57%(+1.70K) | $230.34(+54.98%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 5.71% | 629.4K | $24.8M | -2.20%(-14.16K) | $25.04(+64.33%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.37% | 676.6K | $23.4M | -0.01%(-62) | $24.53(+61.59%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 4.82% | 598.4K | $21.0M | -1.61%(-9.81K) | $26.64(+41.45%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.95% | 24.2K | $17.2M | -0.44%(-108) | $202.01(+347.80%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.73% | 610.3K | $16.2M | +2.69%(+16.00K) | $24.12(+18.91%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.53% | 51.4K | $15.4M | -0.21%(-108) | $168.88(+97.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.37% | +45.70% |
| Top 20 Holdings Unweighted | +12.29% | +41.58% |
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