StockDriftsStockDriftsTop 50 Midwest Heritage Bank, Fsb Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 15.91% | 1.28M | $49.6M | +3.33%(+41.08K) | $28.87(+47.85%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 12.98% | 1.05M | $40.5M | +7.93%(+77.38K) | $27.37(+56.14%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 9.68% | 709.5K | $30.2M | +9.54%(+61.80K) | $32.46(+43.76%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 9.51% | 1.33M | $29.6M | +22.35%(+242.41K) | $22.48(-0.61%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.23% | 527.8K | $19.4M | +8.07%(+39.43K) | $30.85(+27.45%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 5.99% | 346.0K | $18.7M | +27.62%(+74.88K) | $53.80(+1.00%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.96% | 397.0K | $15.5M | +3.92%(+14.99K) | $29.64(+37.92%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.52% | 197.8K | $14.1M | +4.94%(+9.31K) | $58.47(+33.02%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.33% | 335.7K | $13.5M | +21.77%(+60.03K) | $32.26(+39.94%) | 2026-03-31 | |
| FPE | FIRST TR EXCH TRADED FD III | 2.71% | 475.1K | $8.4M | +20.54%(+80.94K) | $18.24(-0.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.50% | +38.62% |
| Top 20 Holdings Unweighted | +11.11% | +37.16% |
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