StockDriftsStockDriftsTop 50 Mattern Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 14.04% | 1.85M | $72.0M | +1.08%(+19.86K) | $31.30(+38.07%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 7.97% | 367.7K | $40.9M | +1.04%(+3.78K) | $88.86(+40.76%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.81% | 982.3K | $34.9M | +1.37%(+13.29K) | $27.28(+39.60%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.63% | 603.4K | $28.9M | +1.35%(+8.06K) | $46.64(+2.67%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 4.96% | 530.2K | $25.4M | -0.16%(-826) | $47.69(+1.01%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 3.77% | 368.3K | $19.3M | +5.26%(+18.40K) | $53.10(-0.95%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.69% | 51.1K | $18.9M | +0.69%(+350) | $184.80(+119.27%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.52% | 71.1K | $18.0M | -1.54%(-1.11K) | $93.65(+219.12%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.47% | 30.9K | $17.8M | -0.86%(-267) | $467.86(+52.76%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.83% | 343.7K | $14.5M | +1.63%(+5.52K) | $41.74(+1.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.54% | +27.87% |
| Top 20 Holdings Unweighted | +9.21% | +30.24% |
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