StockDriftsStockDriftsTop 50 Sterling Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.63% | 120.7K | $38.7M | +2.20%(+2.60K) | $233.89(+57.08%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 7% | 603.5K | $25.5M | +9.67%(+53.21K) | $42.34(-0.34%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 6.89% | 495.0K | $25.1M | +4.91%(+23.16K) | $50.28(+1.13%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.53% | 647.1K | $23.8M | +5.64%(+34.56K) | $34.46(+16.76%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.24% | 364.2K | $22.7M | +4.05%(+14.19K) | $52.64(+25.86%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.01% | 284.9K | $18.3M | -0.07%(-186) | $47.95(+47.16%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.95% | 376.7K | $18.0M | +11.56%(+39.02K) | $47.70(+0.35%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.54% | 488.1K | $16.5M | +1.31%(+6.29K) | $25.86(+54.03%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.79% | 285.0K | $13.8M | -0.67%(-1.93K) | $35.74(+47.76%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.73% | 380.1K | $13.6M | +1.75%(+6.54K) | $30.30(+26.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.21% | +33.88% |
| Top 20 Holdings Unweighted | +10.57% | +35.18% |
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