StockDriftsStockDriftsTop 50 RW Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 14.56% | 4.23M | $150.5M | new | $23.17(+64.40%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 14.47% | 466.0K | $149.5M | new | $215.22(+69.46%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 10.15% | 1.34M | $104.9M | new | $76.09(+2.51%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 9.78% | 1.27M | $101.1M | new | $76.27(+3.60%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 9.78% | 914.6K | $101.0M | new | $95.20(+23.75%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.21% | 2.59M | $95.1M | new | $35.54(+12.27%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.6% | 1.97M | $68.2M | new | $23.93(+68.85%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.07% | 1.24M | $52.4M | new | $41.67(+1.37%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.61% | 762.7K | $47.6M | new | $45.36(+45.14%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.76% | 587.4K | $28.5M | new | $34.02(+54.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.80% | +32.38% |
| Top 20 Holdings Unweighted | +12.53% | +42.49% |
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