StockDriftsStockDriftsTop 50 SpringVest Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 14.36% | 254.0K | $21.0M | +1.41%(+3.54K) | $82.13(+0.52%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.72% | 267.7K | $11.3M | +15.14%(+35.19K) | $42.41(-0.39%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.44% | 16.7K | $10.9M | -1.81%(-309) | $580.04(+27.98%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.08% | 21.6K | $10.4M | -2.44%(-542) | $456.77(+6.29%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 6.79% | 199.8K | $9.9M | -1.92%(-3.91K) | $49.80(-0.19%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.85% | 108.1K | $8.6M | -0.58%(-626) | $78.71(+0.39%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.85% | 219.7K | $8.6M | +4.87%(+10.19K) | $32.60(+27.74%) | 2026-03-31 | |
| AEP | AMERICAN ELEC PWR CO INC | 4.5% | 50.3K | $6.6M | -1.74%(-890) | $102.80(+24.47%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.99% | 191.4K | $5.8M | -0.15%(-282) | $26.47(+24.05%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.5% | 107.1K | $5.1M | +34.18%(+27.28K) | $47.76(+0.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.92% | +22.21% |
| Top 20 Holdings Unweighted | +8.64% | +28.23% |
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