StockDriftsStockDriftsTop 50 Trust Co Of The South Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL U.S. TARGETED VALUE | 17.98% | 1.79M | $111.8M | -1.66%(-30.25K) | $49.28(+36.25%) | 2026-03-31 | |
| DFUV | DIMENSIONAL U.S. MARKETWIDE VAL | 13.46% | 1.73M | $83.7M | -1.98%(-34.90K) | $35.62(+46.15%) | 2026-03-31 | |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 | 8.14% | 1.30M | $50.6M | +1.00%(+12.88K) | $28.90(+47.70%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 | 6.88% | 71.6K | $42.8M | +5.45%(+3.70K) | $487.67(+36.42%) | 2026-03-31 | |
| DFIC | DFA DIMENSIONAL INTL CORE EQUIT | 5.79% | 1.01M | $36.0M | +0.21%(+2.15K) | $27.08(+37.62%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP ETF | 4.05% | 87.8K | $25.2M | -5.11%(-4.73K) | $60.29(+28.88%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 3.99% | 56.7K | $24.8M | +1.73%(+967) | $65.03(+29.65%) | 2026-03-31 | |
| AAPL | APPLE COMPUTER INC | 3.92% | 96.2K | $24.4M | +2.86%(+2.67K) | $198.65(+43.05%) | 2026-03-31 | |
| DFSV | DFA U.S. SMALL CAP VALUE ETF | 2.51% | 444.9K | $15.6M | -0.30%(-1.34K) | $29.07(+29.62%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP ETF | 2.34% | 55.6K | $14.6M | -4.99%(-2.92K) | $217.13(+32.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.91% | +43.93% |
| Top 20 Holdings Unweighted | +11.70% | +39.38% |
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