StockDriftsStockDriftsTop 50 Seneschal Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 22.74% | 396.8K | $30.6M | +2.16%(+8.37K) | $76.58(-0.19%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 17.1% | 71.8K | $23.0M | +0.02%(+12) | $286.46(+28.73%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.45% | 122.5K | $8.7M | +1.48%(+1.79K) | $63.20(+29.14%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.84% | 162.2K | $7.9M | +0.39%(+628) | $41.37(+32.57%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.11% | 110.2K | $6.9M | +0.77%(+838) | $55.69(+24.95%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.46% | 124.9K | $6.0M | +3.80%(+4.57K) | $49.60(-2.74%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.26% | 80.7K | $5.7M | +1.47%(+1.17K) | $64.94(+25.54%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.74% | 213.3K | $5.0M | +6.22%(+12.48K) | $24.04(+10.50%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.94% | 19.0K | $4.0M | -5.46%(-1.10K) | $202.89(+19.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.33% | 8.5K | $3.1M | -0.47%(-40) | $429.85(-9.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.76% | +18.30% |
| Top 20 Holdings Unweighted | +8.29% | +27.00% |
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