StockDriftsStockDriftsTop 50 Summit Financial Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 10.88% | 3.89M | $138.1M | +0.32%(+12.50K) | $21.49(+77.20%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.79% | 2.64M | $124.3M | +7.71%(+188.90K) | $46.76(+0.03%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.63% | 167.7K | $109.5M | +13.47%(+19.90K) | $298.74(+149.63%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 8% | 2.23M | $101.6M | +6.50%(+135.82K) | $45.38(+0.28%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 6.78% | 2.41M | $86.0M | +9.41%(+207.04K) | $29.53(+29.62%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 5.29% | 2.67M | $67.1M | -16.05%(-510.92K) | $11.96(+138.79%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 5.27% | 829.3K | $66.8M | -3.16%(-27.07K) | $55.69(+70.38%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.17% | 972.2K | $65.7M | +15.17%(+128.04K) | $47.39(+54.32%) | 2026-03-31 | |
| PKG | PACKAGING CORP AMER | 4.11% | 245.7K | $52.1M | +0.99%(+2.40K) | $142.15(+53.51%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 3.3% | 138.4K | $41.8M | +0.07%(+90) | $120.99(+183.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.66% | +42.98% |
| Top 20 Holdings Unweighted | +12.45% | +42.19% |
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