StockDriftsStockDriftsTop 50 Sax Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 13.89% | 3.87M | $286.8M | -0.20%(-7.71K) | $55.99(+40.86%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.92% | 4.00M | $184.1M | -0.91%(-36.70K) | $45.73(-0.40%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.41% | 441.4K | $111.6M | -0.46%(-2.03K) | $184.58(+52.03%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.43% | 460.7K | $91.5M | -0.56%(-2.62K) | $146.92(+41.23%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.92% | 2.04M | $80.9M | -0.60%(-12.29K) | $27.38(+55.94%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.18% | 757.4K | $45.1M | +0.00%(+0) | $46.53(+44.28%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.17% | 896.2K | $44.7M | -0.18%(-1.63K) | $38.97(+40.43%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.94% | 607.5K | $40.1M | +0.00%(+0) | $49.91(+46.80%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 1.85% | 547.7K | $38.2M | -0.14%(-776) | $59.22(+31.33%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 1.83% | 812.0K | $37.8M | -0.17%(-1.38K) | $32.54(+59.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.45% | +42.20% |
| Top 20 Holdings Unweighted | +11.87% | +40.00% |
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