StockDriftsStockDriftsTop 38 Total Wealth Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 10.92% | 216.5K | $5.1M | -94.77%(-3.92M) | $24.21(-3.71%) | 2025-12-31 | |
| VUG | VANGUARD INDEX FDS | 9.31% | 8.8K | $4.3M | -94.03%(-139.09K) | $238.84(+103.35%) | 2025-12-31 | |
| VTV | VANGUARD INDEX FDS | 8.32% | 20.2K | $3.9M | -93.76%(-303.42K) | $130.85(+54.41%) | 2025-12-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 7.17% | 100.3K | $3.3M | -94.56%(-1.74M) | $24.13(+56.01%) | 2025-12-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.07% | 41.1K | $3.3M | -93.65%(-605.32K) | $79.61(-0.27%) | 2025-12-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.86% | 45.1K | $2.2M | -94.88%(-835.93K) | $32.63(+69.59%) | 2025-12-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.8% | 46.0K | $2.2M | -88.84%(-366.08K) | $50.84(-5.35%) | 2025-12-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.77% | 64.6K | $2.2M | -93.89%(-992.75K) | $27.78(+32.81%) | 2025-12-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 4.42% | 62.2K | $2.0M | -94.53%(-1.07M) | $23.13(+55.26%) | 2025-12-31 | |
| VOE | VANGUARD INDEX FDS | 3.78% | 9.9K | $1.8M | -94.30%(-163.50K) | $134.60(+40.92%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.43% | +34.68% |
| Top 20 Holdings Unweighted | +10.88% | +36.30% |
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