StockDriftsStockDriftsTop 50 Liberty Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 4.06% | 719.2K | $32.5M | -10.52%(-84.56K) | $34.68(+48.04%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.92% | 807.0K | $31.4M | +0.31%(+2.49K) | $27.41(+58.64%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.76% | 266.2K | $30.1M | +2.47%(+6.43K) | $89.74(+54.80%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.61% | 496.5K | $28.9M | +3.69%(+17.66K) | $46.53(+44.38%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 | 3.6% | 44.1K | $28.8M | +9.35%(+3.77K) | $535.80(+40.27%) | 2026-03-31 | |
| DFCF | DIMENSIONAL CORE FIXED | 3.6% | 681.2K | $28.8M | +2.71%(+17.98K) | $42.16(+0.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.54% | 111.8K | $28.4M | -4.42%(-5.17K) | $152.62(+95.40%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.4% | 128.8K | $27.2M | +18.86%(+20.43K) | $191.92(+17.31%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.35% | 140.0K | $26.9M | -12.13%(-19.32K) | $166.76(+27.35%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.22% | 701.2K | $25.8M | +0.51%(+3.58K) | $26.74(+50.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.28% | +45.38% |
| Top 20 Holdings Unweighted | +11.48% | +38.55% |
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