StockDriftsStockDriftsTop 50 Sym Financial CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 25.37% | 6.52M | $254.0M | -1.36%(-90.06K) | $24.51(+69.66%) | 2026-03-31 | |
| NTSI | WISDOMTREE TR | 10.74% | 2.44M | $107.4M | +0.21%(+5.21K) | $37.49(+25.34%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 10.44% | 567.2K | $104.5M | +1.44%(+8.07K) | $134.91(+48.36%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 8.87% | 276.7K | $88.8M | +8.23%(+21.03K) | $240.23(+53.50%) | 2026-03-31 | |
| GOVT | ISHARES TR | 8.52% | 3.72M | $85.3M | +4.77%(+169.55K) | $22.66(+0.13%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.99% | 1.19M | $29.9M | -0.02%(-221) | $15.39(+87.64%) | 2026-03-31 | |
| DOW | DOW HLDGS INC | 2.3% | 551.8K | $23.0M | +0.59%(+3.22K) | $48.37(-42.72%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 1.6% | 207.4K | $16.0M | +0.00%(+0) | $60.76(+39.63%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.31% | 51.8K | $13.2M | +4.54%(+2.25K) | $193.40(+59.58%) | 2026-03-31 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 1.19% | 116.7K | $11.9M | -3.14%(-3.78K) | $75.06(+54.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.48% | +31.20% |
| Top 20 Holdings Unweighted | +11.53% | +38.72% |
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