StockDriftsStockDriftsTop 50 Joseph Group Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.7% | 825.2K | $38.8M | +4.08%(+32.32K) | $47.26(-1.09%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.65% | 786.2K | $30.6M | +1.29%(+10.01K) | $35.43(+17.36%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.98% | 362.2K | $27.9M | -1.73%(-6.36K) | $60.44(+40.37%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 6.91% | 1.04M | $27.6M | +4.12%(+41.16K) | $28.09(-6.42%) | 2026-03-31 | |
| CCNR | FINANCIAL INVS TR | 4.3% | 429.5K | $17.2M | -1.14%(-4.95K) | $25.21(+47.32%) | 2026-03-31 | |
| DEW | WISDOMTREE TR | 3.47% | 209.2K | $13.9M | -6.93%(-15.59K) | $48.36(+43.24%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 3.3% | 136.4K | $13.2M | +1.87%(+2.50K) | $90.63(+17.28%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.22% | 221.6K | $12.9M | new | $59.50(+12.83%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.48% | 323.9K | $9.9M | -7.61%(-26.68K) | $26.54(+22.06%) | 2026-03-31 | |
| IGV | ISHARES TR | 2.19% | 109.5K | $8.8M | new | $92.04(+1.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.76% |
| Top 20 Holdings Unweighted | +16.03% | +56.21% |
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