StockDriftsStockDriftsTop 50 TFO Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 37.42% | 4.29M | $275.2M | -1.65%(-72.23K) | $43.67(+62.15%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 24.65% | 4.66M | $181.3M | +9.58%(+407.98K) | $26.91(+64.43%) | 2026-03-31 | |
| IWB | ISHARES TR | 4.4% | 90.7K | $32.3M | -0.29%(-264) | $208.15(+96.37%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.68% | 559.2K | $27.1M | +0.50%(+2.77K) | $31.81(+72.42%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.37% | 396.9K | $24.8M | +0.12%(+485) | $45.39(+53.29%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 3.17% | 457.9K | $23.3M | +33.62%(+115.23K) | $50.97(-0.07%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.3% | 476.2K | $16.9M | +103.38%(+242.08K) | $34.04(+10.49%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.75% | 19.8K | $12.9M | +0.71%(+139) | $408.74(+82.21%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.56% | 92.4K | $11.5M | -0.16%(-149) | $95.81(+52.89%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 1.48% | 140.5K | $10.9M | +170.36%(+88.52K) | $77.81(-1.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.59% | +38.96% |
| Top 20 Holdings Unweighted | +12.44% | +42.16% |
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