StockDriftsStockDriftsTop 30 Stolz & Associates, Ps Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 19.95% | 735.9K | $28.6M | +6.93%(+47.69K) | $37.87(+5.37%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 12.89% | 159.7K | $18.5M | -0.92%(-1.49K) | $100.76(+16.93%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 10.59% | 278.8K | $15.2M | +68.04%(+112.90K) | $54.50(-0.27%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 10.12% | 427.3K | $14.5M | +1.07%(+4.52K) | $31.04(+10.28%) | 2026-03-31 | |
| SHV | ISHARES TR | 8.18% | 106.4K | $11.7M | +14.62%(+13.57K) | $110.31(-0.11%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 7.58% | 130.7K | $10.9M | +11.20%(+13.16K) | $83.86(-1.55%) | 2026-03-31 | |
| GOVT | ISHARES TR | 7.43% | 464.9K | $10.6M | +11.36%(+47.41K) | $23.06(-1.58%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 7.12% | 274.7K | $10.2M | -0.37%(-1.02K) | $32.05(+24.02%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 5.87% | 79.1K | $8.4M | -0.30%(-238) | $91.50(+20.30%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.6% | 11.5K | $2.3M | -7.82%(-979) | $186.54(+21.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.20% | +6.75% |
| Top 20 Holdings Unweighted | -1.94% | -5.72% |
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