StockDriftsStockDriftsTop 50 Strategic Investment Solutions, Inc. /IL Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX | 14.86% | 140.5K | $61.5M | -0.16%(-232) | $59.18(+47.88%) | 2026-03-31 | |
| DFAW | DIMENSIONAL WORLD EQUITY | 5% | 280.8K | $20.7M | -0.63%(-1.79K) | $61.04(+33.91%) | 2026-03-31 | |
| VTV | VANGUARD VALUE INDEX | 4.53% | 94.9K | $18.8M | +7.19%(+6.36K) | $174.37(+19.50%) | 2026-03-31 | |
| DFAX | DIMENSIONAL WORLD EX | 4.18% | 509.3K | $17.3M | +2.69%(+13.33K) | $25.24(+48.64%) | 2026-03-31 | |
| DFUS | DIMENSIONAL U.S. EQUITY | 4.13% | 241.4K | $17.1M | -0.41%(-991) | $51.68(+56.19%) | 2026-03-31 | |
| AOK | ISHARES CORE 30/70 | 3.82% | 396.8K | $15.8M | +2.08%(+8.07K) | $40.14(+2.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.06% | 50.0K | $12.7M | -11.32%(-6.38K) | $172.70(+73.05%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 2.99% | 28.4K | $12.4M | +2.73%(+756) | $282.57(+52.35%) | 2026-03-31 | |
| VGUS | VANGUARD ULTRA-SHORT | 2.38% | 130.6K | $9.9M | -5.62%(-7.78K) | $75.56(-0.01%) | 2026-03-31 | |
| DFAT | DIMENSIONAL U.S. | 2.07% | 137.3K | $8.6M | +0.79%(+1.08K) | $47.46(+38.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.63% | +39.11% |
| Top 20 Holdings Unweighted | +12.98% | +44.20% |
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