StockDriftsStockDriftsTop 33 Thayer Financial, L.l.c. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 14.87% | 33.4K | $14.6M | +9.25%(+2.82K) | $80.32(+4.97%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 14.43% | 72.1K | $14.1M | +2.27%(+1.60K) | $188.85(+9.36%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 12.43% | 312.7K | $12.2M | -0.09%(-271) | $37.23(+9.80%) | 2026-03-31 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 11.55% | 439.0K | $11.3M | +6.36%(+26.25K) | $25.99(-0.69%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 6.93% | 249.3K | $6.8M | -6.22%(-16.54K) | $27.69(-0.78%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.34% | 154.6K | $5.2M | +0.67%(+1.03K) | $32.06(+21.28%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.24% | 19.6K | $5.1M | +4.94%(+923) | $256.29(+11.86%) | 2026-03-31 | |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 4.57% | 179.0K | $4.5M | +29.91%(+41.22K) | $25.09(-0.03%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.77% | 100.4K | $3.7M | +5.53%(+5.25K) | $37.87(+3.82%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.68% | 57.7K | $3.6M | +1.85%(+1.05K) | $58.91(+13.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.65% | +1.96% |
| Top 20 Holdings Unweighted | +0.68% | +2.05% |
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