StockDriftsStockDriftsTop 50 Private Ocean, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | 21.43% | 7.54M | $243.0M | +7.94%(+554.36K) | — | 2024-06-30 | |
| IUSB | iShares Total US Bond ETF | 11.72% | 2.94M | $132.8M | +6.52%(+179.69K) | — | 2024-06-30 | |
| VCSH | Vanguard Short-Term Corporate Bond ETF | 5.02% | 736.0K | $56.9M | +79.27%(+325.45K) | — | 2024-06-30 | |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | 4.96% | 2.17M | $56.2M | +5.23%(+108.00K) | — | 2024-06-30 | |
| DFGR | Dimensional Global Real Estate ETF | 4.81% | 2.18M | $54.5M | +7.33%(+148.84K) | — | 2024-06-30 | |
| JNK | SPDR Blmbg Barclays High Yield Bd ETF | 4.24% | 509.6K | $48.0M | +0.36%(+1.84K) | — | 2024-06-30 | |
| DFAI | Dimensional International Equity Mkt ETF | 4.2% | 1.61M | $47.6M | +6.87%(+103.20K) | — | 2024-06-30 | |
| AAPL | Apple Inc | 2.97% | 160.1K | $33.7M | +571.27%(+136.26K) | — | 2024-06-30 | |
| QUAL | iShares MSCI USA Quality Factor ETF | 2.62% | 174.1K | $29.7M | +46.10%(+54.94K) | — | 2024-06-30 | |
| HYD | Market Vectors High Yield Muni ETF | 2.38% | 522.6K | $27.0M | +239.22%(+368.53K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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