StockDriftsStockDriftsTop 50 Melfa Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 6.95% | 311.6K | $12.1M | -0.14%(-423) | $24.37(+75.15%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.16% | 33.4K | $10.7M | +1.99%(+653) | $276.13(+29.28%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.83% | 19.4K | $4.9M | -0.16%(-31) | $144.63(+96.48%) | 2026-03-31 | |
| PMO | PUTNAM MUN OPPORTUNITIES TR | 2.79% | 472.4K | $4.9M | +0.00%(+0) | $10.33(+0.03%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.74% | 136.1K | $4.8M | +14.36%(+17.10K) | $28.61(+31.69%) | 2026-03-31 | |
| MYI | BLACKROCK MUNIYIELD QUALITY | 2.53% | 419.2K | $4.4M | +77.38%(+182.88K) | $10.80(+0.99%) | 2026-03-31 | |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | 2.48% | 382.6K | $4.3M | +114.75%(+204.41K) | $11.60(+1.76%) | 2026-03-31 | |
| EVN | EATON VANCE MUN INCOME TR | 2.38% | 398.0K | $4.1M | -0.22%(-887) | $9.83(+5.99%) | 2026-03-31 | |
| BKT | BLACKROCK INCOME TR INC | 2.25% | 370.3K | $3.9M | +1.75%(+6.37K) | $11.90(-10.56%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 1.83% | 70.5K | $3.2M | -0.94%(-666) | $26.70(+87.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.99% | +22.48% |
| Top 20 Holdings Unweighted | +6.87% | +22.05% |
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