StockDriftsStockDriftsTop 50 M Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 23.46% | 617.7K | $27.9M | +4.69%(+27.68K) | $40.41(+25.46%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 11.76% | 282.2K | $14.0M | -11.60%(-37.05K) | $49.67(-0.07%) | 2026-03-31 | |
| TOTL | SSGA ACTIVE ETF TR | 9.31% | 278.3K | $11.1M | +1.42%(+3.90K) | $40.39(-2.99%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 7.97% | 122.9K | $9.5M | +1.96%(+2.37K) | $62.40(+33.20%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 4.5% | 200.7K | $5.3M | +2.60%(+5.08K) | $26.34(+1.23%) | 2026-03-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 3.93% | 269.8K | $4.7M | +4.66%(+12.00K) | $13.30(+39.88%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.78% | 115.4K | $4.5M | -1.07%(-1.24K) | $34.44(+24.80%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 3.45% | 81.3K | $4.1M | +0.57%(+463) | $50.27(+0.32%) | 2026-03-31 | |
| IAUM | ISHARES GOLD TR | 3.01% | 76.5K | $3.6M | +0.00%(+0) | $28.67(+58.00%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.2% | 36.7K | $2.6M | -0.03%(-11) | $64.97(+16.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.35% | +27.22% |
| Top 20 Holdings Unweighted | +13.16% | +44.92% |
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