StockDriftsStockDriftsTop 41 Momentous Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 24.15% | 1.09M | $42.3M | +4.12%(+43.00K) | $35.45(+24.81%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 16.81% | 380.1K | $29.4M | +3.21%(+11.82K) | $77.44(-0.75%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 14.14% | 728.3K | $24.7M | -6.33%(-49.23K) | $26.22(+39.95%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 10.96% | 454.4K | $19.2M | +2.16%(+9.59K) | $42.19(+0.00%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 8.83% | 624.3K | $15.5M | -5.76%(-38.15K) | $19.75(+39.08%) | 2026-03-31 | |
| DFSB | DIMENSIONAL ETF TRUST | 5.44% | 184.1K | $9.5M | +6.31%(+10.93K) | $52.04(+0.09%) | 2026-03-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 4.56% | 194.1K | $8.0M | +5.30%(+9.77K) | $38.20(+22.87%) | 2026-03-31 | |
| DFSI | DIMENSIONAL ETF TRUST | 1.81% | 74.7K | $3.2M | -1.42%(-1.07K) | $34.52(+31.50%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.71% | 11.8K | $3.0M | -4.16%(-512) | $234.09(+31.84%) | 2026-03-31 | |
| CVBF | CVB FINL CORP | 1.3% | 117.5K | $2.3M | +0.00%(+4) | $19.93(+14.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.33% | +34.32% |
| Top 20 Holdings Unweighted | +8.58% | +28.03% |
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