StockDriftsStockDriftsTop 50 Retirement Solution LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFSU | DIMENSIONAL ETF TRUST | 53.13% | 5.47M | $224.6M | +0.78%(+42.18K) | $26.13(+79.57%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 11.4% | 1.31M | $48.2M | +1.00%(+13.05K) | $29.07(+43.09%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.24% | 431.5K | $30.6M | -7.21%(-33.54K) | $47.43(+72.06%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.32% | 687.0K | $26.7M | +10.31%(+64.20K) | $31.03(+42.61%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.45% | 657.5K | $23.0M | +0.70%(+4.57K) | $25.34(+52.62%) | 2026-03-31 | |
| DFSI | DIMENSIONAL ETF TRUST | 3.51% | 350.0K | $14.8M | -1.52%(-5.39K) | $29.08(+56.10%) | 2026-03-31 | |
| DFSE | DIMENSIONAL ETF TRUST | 2.61% | 260.4K | $11.0M | -1.13%(-2.98K) | $31.34(+51.30%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.09% | 23.9K | $8.9M | +10.48%(+2.27K) | $349.01(+11.89%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.16% | 8.5K | $4.9M | -14.25%(-1.42K) | $340.26(+109.43%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 1% | 93.3K | $4.2M | +6.34%(+5.56K) | $28.40(+81.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.56% |
| Top 20 Holdings Unweighted | +14.65% | +50.70% |
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