StockDriftsStockDriftsTop 50 Stone Summit Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.33% | 61.5K | $22.8M | -0.21%(-131) | $321.24(+26.14%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.11% | 231.4K | $18.3M | +11.36%(+23.61K) | $78.87(+0.19%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.89% | 89.5K | $17.6M | -5.90%(-5.61K) | $142.83(+45.89%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.94% | 220.9K | $14.2M | +21.90%(+39.68K) | $54.58(+29.41%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.63% | 166.4K | $13.1M | +9.14%(+13.93K) | $78.16(-0.21%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.37% | 158.1K | $12.1M | +0.85%(+1.33K) | $73.90(+18.23%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.99% | 37.4K | $10.7M | -4.68%(-1.83K) | $138.48(+188.16%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.92% | 198.6K | $10.5M | +3.38%(+6.50K) | $35.68(+55.98%) | 2026-03-31 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 2.36% | 124.0K | $8.5M | +4.81%(+5.69K) | $69.40(-1.98%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.34% | 148.9K | $8.4M | +5.97%(+8.38K) | $41.43(+45.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.64% | +39.15% |
| Top 20 Holdings Unweighted | +11.68% | +39.31% |
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