StockDriftsStockDriftsTop 50 Martin Worley Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 11.32% | 76.1K | $23.1M | — | — | — | 2025-06-30 |
| DFLV | DIMENSIONAL ETF TRUST | 4.69% | 309.3K | $9.6M | — | — | — | 2025-06-30 |
| DFAU | DIMENSIONAL ETF TRUST | 4.64% | 224.0K | $9.5M | — | — | — | 2025-06-30 |
| VXUS | VANGUARD STAR FDS | 4.64% | 137.2K | $9.5M | — | — | — | 2025-06-30 |
| VFMV | VANGUARD WELLINGTON FD | 4.54% | 72.4K | $9.3M | — | — | — | 2025-06-30 |
| JMUB | J P MORGAN EXCHANGE TRADED F | 3.52% | 144.9K | $7.2M | — | — | — | 2025-06-30 |
| VUG | VANGUARD INDEX FDS | 3.4% | 15.9K | $7.0M | — | — | — | 2025-06-30 |
| CORP | PIMCO ETF TR | 2.98% | 62.7K | $6.1M | — | — | — | 2025-06-30 |
| DFAE | DIMENSIONAL ETF TRUST | 2.46% | 173.9K | $5.0M | — | — | — | 2025-06-30 |
| SCHD | SCHWAB STRATEGIC TR | 2.44% | 188.1K | $5.0M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.47% | +5.58% |
| Top 20 Holdings Unweighted | +10.83% | +5.28% |
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