StockDriftsStockDriftsTop 50 TruNorth Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 25.07% | 5.21M | $130.8M | +2.36%(+120.31K) | $20.47(+39.53%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 10.48% | 2.21M | $54.7M | +0.62%(+13.59K) | $19.60(+39.33%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 9.14% | 1.96M | $47.7M | +1.36%(+26.30K) | $24.22(-0.27%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 5.76% | 1.29M | $30.1M | +1.87%(+23.71K) | $23.16(-0.37%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.13% | 634.4K | $26.8M | +4.25%(+25.85K) | $42.26(-0.05%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 5.1% | 915.7K | $26.6M | -1.73%(-16.09K) | $24.48(+35.15%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.75% | 888.9K | $24.8M | +2.22%(+19.32K) | $22.78(+33.86%) | 2026-03-31 | |
| ITOT | ISHARES TR | 4.07% | 148.9K | $21.2M | -0.12%(-182) | $112.87(+43.52%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 2.86% | 276.6K | $14.9M | +2.29%(+6.19K) | $54.09(+0.48%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 2.84% | 449.4K | $14.8M | -0.56%(-2.52K) | $26.63(+36.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.50% | +24.23% |
| Top 20 Holdings Unweighted | +5.99% | +19.08% |
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