StockDriftsStockDriftsTop 50 McKinley Carter Wealth Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 7.84% | 3.48M | $135.8M | +322.45%(+2.66M) | $38.23(+8.93%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.32% | 167.6K | $109.5M | +15.63%(+22.66K) | $377.41(+97.59%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.98% | 2.27M | $103.5M | +6.05%(+129.54K) | $45.63(-0.25%) | 2026-03-31 | |
| IWB | ISHARES TR | 5.09% | 247.3K | $88.2M | -2.14%(-5.40K) | $189.52(+113.35%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.26% | 2.18M | $73.8M | +316.37%(+1.66M) | $32.94(+20.69%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.56% | 620.3K | $61.6M | +3.20%(+19.25K) | $109.77(-10.11%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.36% | 529.6K | $40.8M | -61.57%(-848.60K) | $60.58(+40.45%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.97% | 376.7K | $34.1M | -41.80%(-270.56K) | $70.55(+37.70%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.95% | 160.3K | $33.8M | +30.39%(+37.36K) | $159.49(+40.85%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.95% | 525.7K | $33.7M | -37.31%(-312.83K) | $48.99(+44.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.63% | +35.40% |
| Top 20 Holdings Unweighted | +10.74% | +35.81% |
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