StockDriftsStockDriftsTop 50 Steward Financial Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 27.13% | 1.68M | $85K | -3.73%(-65.12K) | — | 2023-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 24.38% | 2.93M | $77K | +2.30%(+65.88K) | — | 2023-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 6.21% | 573.8K | $20K | +4.10%(+22.59K) | — | 2023-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.19% | 698.9K | $16K | +6.82%(+44.59K) | — | 2023-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.57% | 314.7K | $14K | +1.31%(+4.08K) | — | 2023-09-30 | |
| PFEB | INNOVATOR ETFS TR | 3.93% | 406.1K | $12K | -38.82%(-257.72K) | — | 2023-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.38% | 456.1K | $11K | +6.41%(+27.46K) | — | 2023-09-30 | |
| DISV | DIMENSIONAL ETF TRUST | 2.22% | 293.7K | $7K | +1.87%(+5.38K) | — | 2023-09-30 | |
| PJUL | INNOVATOR ETFS TR | 1.46% | 136.4K | $5K | +1679.78%(+128.71K) | — | 2023-09-30 | |
| PAUG | INNOVATOR ETFS TR | 1.31% | 132.3K | $4K | +57.66%(+48.39K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Steward Financial Group Llc reports $315.35K in US-listed equity holdings across 1,629 positions in its most recent 13F filing. Its largest disclosed positions are TFLO (27.1%), DFAC (24.4%) and DFUV (6.2%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Steward Financial Group Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906349). View Steward Financial Group Llc’s 13F filings on SEC