StockDriftsStockDriftsTop 50 Walden Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 15.12% | 840.3K | $27.1M | -0.30%(-2.54K) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 11.58% | 46.4K | $20.7M | -1.19%(-561) | — | 2024-06-30 | |
| AGG | ISHARES TR | 6.29% | 116.0K | $11.3M | +1.77%(+2.02K) | — | 2024-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.56% | 169.3K | $10.0M | +2.15%(+3.56K) | — | 2024-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.22% | 249.4K | $9.3M | +3.94%(+9.45K) | — | 2024-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 5.02% | 342.0K | $9.0M | +2.68%(+8.93K) | — | 2024-06-30 | |
| MGV | VANGUARD WORLD FD | 4.4% | 66.5K | $7.9M | +2.02%(+1.32K) | — | 2024-06-30 | |
| AAPL | APPLE INC | 4.33% | 36.8K | $7.7M | +0.01%(+4) | — | 2024-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.11% | 174.4K | $5.6M | +1.00%(+1.72K) | — | 2024-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.89% | 203.4K | $5.2M | +0.44%(+891) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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