StockDriftsStockDriftsTop 50 Straight Path Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 18.9% | 1.82M | $70.7M | +6.96%(+118.42K) | $29.72(+45.44%) | 2026-03-31 | |
| TSLA | TESLA INC | 11.76% | 118.4K | $44.0M | +0.21%(+254) | $301.37(+47.75%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.9% | 1.04M | $37.1M | +4.98%(+49.50K) | $25.71(+48.15%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 7.05% | 488.9K | $26.4M | +12.22%(+53.26K) | $54.06(+0.54%) | 2026-03-31 | |
| MTUM | ISHARES TR | 4.87% | 75.9K | $18.2M | +5.15%(+3.72K) | $174.28(+75.24%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.24% | 459.0K | $15.9M | +4.52%(+19.84K) | $25.55(+58.17%) | 2026-03-31 | |
| IMTM | ISHARES TR | 3.78% | 294.9K | $14.2M | +4.32%(+12.21K) | $37.41(+42.57%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.94% | 539.2K | $11.0M | +5.52%(+28.21K) | $20.40(+0.19%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.92% | 586.2K | $10.9M | +7.42%(+40.48K) | $18.67(-0.11%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.84% | 541.8K | $10.6M | +4.57%(+23.67K) | $19.43(+1.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.15% | +41.06% |
| Top 20 Holdings Unweighted | +7.47% | +24.12% |
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