StockDriftsStockDriftsTop 50 Tilson Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | 13% | 559.8K | $43.3M | +8.15%(+42.19K) | $77.45(-0.61%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.49% | 72.4K | $31.6M | +4.00%(+2.78K) | $51.32(+70.52%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 8.37% | 781.3K | $27.9M | +2.20%(+16.81K) | $28.28(+35.36%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 6.59% | 308.9K | $22.0M | +1.72%(+5.22K) | $55.84(+37.00%) | 2026-03-31 | |
| EVSD | MORGAN STANLEY ETF TRUST | 5.06% | 331.2K | $16.9M | +2.81%(+9.06K) | $51.28(-0.57%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 3.41% | 396.0K | $11.3M | +5.35%(+20.10K) | $28.41(-0.08%) | 2026-03-31 | |
| RLY | SSGA ACTIVE ETF TR | 3.11% | 286.8K | $10.4M | +3.10%(+8.61K) | $27.36(+36.39%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.11% | 161.7K | $10.4M | +1.16%(+1.85K) | $47.16(+49.76%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 2.96% | 338.4K | $9.9M | +5.29%(+17.00K) | $28.97(+0.25%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.88% | 277.7K | $9.6M | +3.59%(+9.62K) | $25.92(+55.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.28% | +30.50% |
| Top 20 Holdings Unweighted | +8.99% | +29.45% |
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