StockDriftsStockDriftsTop 50 Rf&L Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 13.55% | 289.8K | $18.1M | -0.82%(-2.41K) | $41.76(+60.76%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.24% | 283.1K | $11.0M | -0.59%(-1.67K) | $23.46(+81.96%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.74% | 145.8K | $10.3M | -0.29%(-426) | $40.50(+94.75%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.29% | 200.9K | $9.7M | -1.73%(-3.53K) | $31.67(+64.39%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 6.8% | 115.9K | $9.1M | +4.51%(+5.00K) | $75.90(+2.76%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.06% | 128.2K | $6.8M | -0.73%(-942) | $30.43(+79.80%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.84% | 91.0K | $6.5M | -2.26%(-2.11K) | $49.48(+57.17%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.99% | 8.9K | $5.3M | +1.15%(+101) | $402.69(+65.22%) | 2026-03-31 | |
| FNDC | SCHWAB STRATEGIC TR | 3.69% | 106.3K | $4.9M | -1.47%(-1.58K) | $30.21(+64.23%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.61% | 15.0K | $4.8M | -3.77%(-589) | $185.72(+92.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.62% | +54.56% |
| Top 20 Holdings Unweighted | +18.63% | +66.96% |
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