StockDriftsStockDriftsTop 50 Keudell/Morrison Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 9.6% | 1.53M | $47.0M | -4.08%(-65.18K) | $26.34(+20.52%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 8.84% | 1.10M | $43.2M | -7.14%(-84.62K) | $39.70(-1.31%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.55% | 698.3K | $27.1M | +54.44%(+246.15K) | $32.99(+31.01%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 4.87% | 362.9K | $23.8M | +23.63%(+69.36K) | $64.08(+3.93%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 4.37% | 436.7K | $21.4M | +0.71%(+3.08K) | $33.92(+57.91%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.46% | 66.7K | $16.9M | +1.78%(+1.17K) | $59.08(+405.91%) | 2026-03-31 | |
| DEXC | DIMENSIONAL ETF TRUST | 2.8% | 211.4K | $13.7M | -2.12%(-4.58K) | $50.48(+54.91%) | 2026-03-31 | |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 2.31% | 266.9K | $11.3M | -13.65%(-42.21K) | $26.82(+59.18%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.21% | 73.1K | $10.8M | -1.91%(-1.43K) | $102.73(+51.51%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.03% | 198.9K | $9.9M | +15.27%(+26.34K) | $49.69(+1.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.19% | +26.62% |
| Top 20 Holdings Unweighted | +8.93% | +29.27% |
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