StockDriftsStockDriftsTop 50 Jdh Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.71% | 485.0K | $18.8M | -2.36%(-11.71K) | $34.44(+23.94%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 10.39% | 292.1K | $15.4M | -2.25%(-6.73K) | $36.78(+48.78%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 9.39% | 222.9K | $13.9M | -1.41%(-3.18K) | $55.65(+20.65%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.15% | 218.9K | $10.6M | -2.32%(-5.20K) | $41.32(+26.00%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 6.42% | 375.3K | $9.5M | -1.70%(-6.51K) | $21.58(+29.14%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.39% | 112.8K | $8.0M | -0.68%(-773) | $63.01(+25.17%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.76% | 99.3K | $7.1M | -0.07%(-65) | $64.69(+20.22%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.46% | 186.0K | $6.6M | -3.44%(-6.62K) | $27.27(+36.67%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.43% | 145.5K | $6.6M | +1.19%(+1.72K) | $40.11(+24.58%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.89% | 97.0K | $5.8M | +14.05%(+11.95K) | $59.42(-0.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.61% | +21.15% |
| Top 20 Holdings Unweighted | +6.71% | +21.51% |
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