StockDriftsStockDriftsTop 37 Mars Jewett Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 44.57% | 3.12M | $140.7M | +0.62%(+19.31K) | $46.28(+9.56%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 17.11% | 1.59M | $54.0M | -1.02%(-16.40K) | $32.05(+14.18%) | 2026-03-31 | |
| JSMD | JANUS DETROIT STR TR | 9.58% | 381.0K | $30.2M | +0.23%(+872) | $82.58(+11.22%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.89% | 75.8K | $28.1M | +3.07%(+2.26K) | $498.58(-15.38%) | 2026-03-31 | |
| TCHP | T ROWE PRICE ETF INC | 5.5% | 393.0K | $17.4M | +0.63%(+2.45K) | $49.36(+4.47%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.66% | 25.1K | $5.2M | -1.00%(-254) | $225.20(+17.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.65% | 20.5K | $5.2M | -2.11%(-440) | $263.24(+14.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.31% | 23.6K | $4.1M | +0.98%(+230) | $186.48(+20.83%) | 2026-03-31 | |
| BA | BOEING CO | 1.03% | 16.3K | $3.2M | +0.04%(+6) | $216.47(+1.86%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 0.89% | 2.8K | $2.8M | +17.43%(+417) | $899.24(+16.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -16.55% | -41.88% |
| Top 20 Holdings Unweighted | -10.29% | -27.80% |
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