StockDriftsStockDriftsTop 20 Sterling Wealth Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 30.61% | 1.09M | $53.7M | -0.74%(-8.12K) | $40.47(+25.93%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 13.98% | 317.1K | $24.5M | -0.27%(-866) | $63.04(+28.06%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 13.75% | 500.0K | $24.1M | +0.42%(+2.11K) | $47.31(+1.23%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.87% | 374.1K | $15.5M | -0.85%(-3.22K) | $30.94(+34.58%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.61% | 271.4K | $11.6M | +4.24%(+11.03K) | $42.42(-0.42%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.39% | 296.3K | $11.2M | -0.14%(-405) | $26.98(+41.15%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.45% | 254.3K | $9.6M | +0.96%(+2.42K) | $27.22(+46.05%) | 2026-03-31 | |
| IDV | ISHARES TR | 3.26% | 129.1K | $5.7M | -5.19%(-7.07K) | $28.80(+55.95%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.85% | 4.6K | $3.2M | -0.76%(-35) | $582.75(+27.97%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.81% | 14.0K | $3.2M | +0.00%(+0) | $196.94(+16.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.75% | +39.54% |
| Top 20 Holdings Unweighted | +13.47% | +46.12% |
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