StockDriftsStockDriftsTop 25 Richard Young Associates, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 26.51% | 559.0K | $34.9M | +0.95%(+5.27K) | $58.89(+18.14%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 26.13% | 710.0K | $34.4M | +0.79%(+5.57K) | $45.65(+20.14%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 24.87% | 460.4K | $32.8M | +1.02%(+4.64K) | $69.08(+18.03%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.57% | 122.0K | $8.7M | -0.34%(-417) | $73.31(+11.33%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.84% | 145.8K | $7.7M | -1.19%(-1.76K) | $48.01(+14.29%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.31% | 17.4K | $3.0M | -12.05%(-2.39K) | $186.54(+4.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.47% | 7.6K | $1.9M | +1.83%(+137) | $263.24(+17.24%) | 2026-03-31 | |
| KO | COCA COLA CO | 0.86% | 14.9K | $1.1M | -2.23%(-340) | $68.12(+23.53%) | 2026-03-31 | |
| TSLA | TESLA INC | 0.84% | 3.0K | $1.1M | +0.00%(+0) | $447.22(-12.02%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 0.56% | 3.5K | $735K | +5.47%(+183) | $224.90(+7.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.01% | +33.12% |
| Top 20 Holdings Unweighted | +2.76% | +8.51% |
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