StockDriftsStockDriftsTop 50 Keyes, Stange & Wooten Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 13.21% | 759.6K | $29.6M | +4.48%(+32.54K) | $28.35(+46.86%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 12.3% | 382.4K | $27.6M | +10.94%(+37.71K) | $61.37(+30.78%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 11.43% | 331.8K | $25.6M | +35.97%(+87.76K) | $76.74(-0.15%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 10.53% | 492.7K | $23.6M | -10.27%(-56.40K) | $47.23(+1.39%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 8.35% | 299.4K | $18.7M | +3.11%(+9.04K) | $49.79(+32.24%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.06% | 401.2K | $13.6M | +3.09%(+12.04K) | $24.25(+63.91%) | 2026-03-31 | |
| DFAW | DIMENSIONAL ETF TRUST | 5.67% | 172.3K | $12.7M | +6.25%(+10.13K) | $60.60(+34.86%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 5.13% | 291.4K | $11.5M | +1.60%(+4.60K) | $25.40(+66.52%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 5.12% | 142.3K | $11.5M | +2.15%(+2.99K) | $56.57(+56.05%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.05% | 21.3K | $6.8M | +0.61%(+129) | $225.44(+61.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.91% | +40.16% |
| Top 20 Holdings Unweighted | +16.97% | +60.04% |
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