StockDriftsStockDriftsTop 50 TRB Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 7.96% | 187.5K | $56.0M | new | $306.82(+11.78%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.68% | 518.4K | $40.0M | new | $76.28(+11.23%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.72% | 854.6K | $33.2M | new | $39.23(+12.81%) | 2026-03-31 | |
| DGRO | ISHARES TR | 4.38% | 439.3K | $30.8M | new | $69.80(+10.69%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.33% | 106.0K | $30.5M | new | $72.17(+11.55%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.64% | 97.9K | $25.6M | new | $259.94(+15.54%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.09% | 85.7K | $21.8M | new | $262.82(+17.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.03% | 122.3K | $21.3M | new | $180.45(+7.97%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.86% | 203.1K | $20.2M | new | $99.57(-0.97%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.82% | 103.5K | $19.9M | new | $195.21(+11.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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