StockDriftsStockDriftsTop 50 Master's Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 25.52% | 1.94M | $75.3M | +3.41%(+64.00K) | $34.85(+24.01%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 16.05% | 1.39M | $47.4M | +0.54%(+7.46K) | $26.29(+42.74%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 12.4% | 614.6K | $36.6M | +5.34%(+31.17K) | $59.97(-1.65%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 9.42% | 475.2K | $27.8M | +5.45%(+24.55K) | $58.78(-0.87%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.71% | 364.3K | $22.8M | +0.63%(+2.28K) | $55.66(+18.29%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.28% | 584.3K | $21.5M | +5.30%(+29.39K) | $34.42(+15.92%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 1.96% | 161.8K | $5.8M | +13.30%(+19.00K) | $33.72(+13.52%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 1.88% | 172.1K | $5.5M | +2.79%(+4.68K) | $27.02(+26.69%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 1.79% | 106.1K | $5.3M | +30.00%(+24.49K) | $50.16(-0.12%) | 2026-03-31 | |
| VSDM | VANGUARD MUN BD FDS | 1.36% | 52.7K | $4.0M | +23.08%(+9.88K) | $76.54(-0.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.71% | +35.71% |
| Top 20 Holdings Unweighted | +7.25% | +23.37% |
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