StockDriftsStockDriftsTop 39 Sentinel Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 14.76% | 51.8K | $18.5M | -0.30%(-155) | $322.30(+25.45%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 12.65% | 222.3K | $15.8M | +0.51%(+1.14K) | $61.80(+23.79%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 9.31% | 144.3K | $11.6M | +6.42%(+8.70K) | $67.88(+30.04%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 7.57% | 269.9K | $9.5M | +5.67%(+14.47K) | $29.31(+25.35%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.78% | 217.6K | $8.5M | +8.87%(+17.74K) | $34.09(+22.15%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 5.94% | 79.3K | $7.4M | +3.82%(+2.91K) | $84.09(+22.43%) | 2026-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 4.77% | 135.4K | $6.0M | +13.55%(+16.17K) | $43.84(+8.28%) | 2026-03-31 | |
| IWN | ISHARES TR | 3.97% | 26.2K | $5.0M | -0.71%(-187) | $154.49(+35.44%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 3.94% | 102.9K | $4.9M | +0.00%(+0) | $47.45(+1.52%) | 2026-03-31 | |
| SUB | ISHARES TR | 3.87% | 45.5K | $4.8M | -1.00%(-461) | $105.91(+0.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.50% | +46.22% |
| Top 20 Holdings Unweighted | +11.59% | +38.97% |
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