StockDriftsStockDriftsTop 50 M Holdings Securities, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.93% | 434.0K | $117.3M | -2.70%(-12.05K) | $211.69(+40.87%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF | 6.92% | 156.1K | $102.3M | -4.12%(-6.71K) | $647.54(+15.54%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX | 5.03% | 896.3K | $74.3M | -7.81%(-75.97K) | $71.79(+15.45%) | 2026-03-31 | |
| NHC | NATIONAL HEALTHCARE CORP | 4.99% | 462.4K | $73.8M | -0.17%(-809) | $114.26(+73.25%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.42% | 97.7K | $65.4M | -3.53%(-3.58K) | $613.30(+22.54%) | 2026-03-31 | |
| NHI | NATIONAL HEALTH INVS INC | 2.9% | 531.2K | $43.0M | +0.00%(+0) | $72.56(+3.22%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.61% | 769.6K | $38.7M | +16.71%(+110.16K) | $45.78(+15.35%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.1% | 595.9K | $31.1M | +20.65%(+101.99K) | $47.49(+16.97%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.92% | 43.2K | $28.4M | new | $473.60(+51.98%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 1.82% | 369.0K | $26.9M | +19.48%(+60.18K) | $67.29(+14.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.85% | +85.42% |
| Top 20 Holdings Unweighted | +20.39% | +74.50% |
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