StockDriftsStockDriftsTop 50 True Wealth Design, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOXX | EA SERIES TRUST | 16.04% | 497.0K | $57.8M | +4.36%(+20.75K) | $106.57(+9.40%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 15.1% | 1.40M | $54.4M | +2.69%(+36.72K) | $25.13(+69.86%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.47% | 1.06M | $37.7M | +1.32%(+13.79K) | $23.33(+59.73%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.35% | 721.0K | $26.5M | +3.81%(+26.47K) | $25.35(+55.12%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 6.96% | 701.3K | $25.1M | -0.47%(-3.31K) | $23.63(+73.52%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.1% | 459.1K | $14.8M | +2.83%(+12.65K) | $23.23(+44.66%) | 2026-03-31 | |
| TYA | SIMPLIFY EXCHANGE TRADED FUN | 3.29% | 902.4K | $11.8M | +9.26%(+76.51K) | $13.34(-3.45%) | 2026-03-31 | |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 3.15% | 229.9K | $11.4M | -8.21%(-20.55K) | $50.14(-1.75%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.94% | 96.0K | $10.6M | +5.82%(+5.28K) | $77.56(+54.92%) | 2026-03-31 | |
| RFIX | SIMPLIFY EXCHANGE TRADED FUN | 1.89% | 168.8K | $6.8M | +1.43%(+2.38K) | $49.40(-18.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.60% | +35.28% |
| Top 20 Holdings Unweighted | +11.53% | +38.74% |
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