StockDriftsStockDriftsTop 50 TFC Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 26.81% | 333.1K | $217.6M | +0.49%(+1.64K) | $387.01(+92.69%) | 2026-03-31 | |
| IDEV | ISHARES TR | 14.13% | 1.37M | $114.6M | -2.08%(-29.12K) | $57.80(+54.90%) | 2026-03-31 | |
| SHY | ISHARES TR | 10.08% | 990.7K | $81.8M | +6.24%(+58.21K) | $82.36(-0.21%) | 2026-03-31 | |
| IEMG | ISHARES INC | 6.5% | 756.0K | $52.7M | -1.87%(-14.40K) | $51.71(+58.66%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 5.63% | 745.6K | $45.7M | +1.95%(+14.30K) | $47.58(+42.90%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.43% | 909.2K | $44.1M | -0.86%(-7.87K) | $31.63(+66.37%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.15% | 409.0K | $25.5M | -3.69%(-15.69K) | $44.90(+46.65%) | 2026-03-31 | |
| VTWG | VANGUARD SCOTTSDALE FDS | 2.32% | 82.4K | $18.9M | new | $232.43(+16.03%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 1.89% | 51.3K | $15.3M | +6.95%(+3.33K) | $265.82(+28.39%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.48% | 49.2K | $12.0M | -1.23%(-614) | $145.46(+58.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.11% | +40.91% |
| Top 20 Holdings Unweighted | +9.04% | +29.63% |
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