StockDriftsStockDriftsTop 50 Warwick Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHK | SCHWAB STRATEGIC TR | 16.26% | 3.58M | $112.2M | +2.23%(+78.12K) | $23.94(+50.28%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 14.64% | 2.60M | $101.0M | -0.27%(-7.09K) | $28.70(+54.17%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 10.01% | 351.9K | $69.0M | +14.07%(+43.42K) | $166.58(+31.57%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.52% | 650.4K | $38.1M | +61.31%(+247.21K) | $58.74(-1.12%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.61% | 72.8K | $31.8M | +54.23%(+25.60K) | $74.60(+14.60%) | 2026-03-31 | |
| VTC | VANGUARD SCOTTSDALE FDS | 3.83% | 343.9K | $26.4M | +46.76%(+109.58K) | $77.71(-1.52%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.55% | 42.5K | $24.5M | -0.41%(-174) | $408.02(+74.65%) | 2026-03-31 | |
| VIOO | VANGUARD ADMIRAL FDS INC | 3.39% | 203.5K | $23.4M | +9.82%(+18.19K) | $102.81(+31.91%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.78% | 298.9K | $19.2M | +36.21%(+79.46K) | $57.53(+23.09%) | 2026-03-31 | |
| XLRE | SELECT SECTOR SPDR TR | 2.73% | 460.9K | $18.8M | +0.97%(+4.41K) | $38.53(+15.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.78% | +51.24% |
| Top 20 Holdings Unweighted | +13.73% | +47.10% |
Sign up free to track Warwick Investment Management, Inc., compare funds side by side, and get alerts the moment positions change.