Top 50 Watchman Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 10.51% | 877.9K | $43.4M | +5.61%(+46.66K) | $50.47(-2.30%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.52% | 906.4K | $35.2M | -2.59%(-24.08K) | $27.50(+57.19%) | 2026-03-31 | |
| VSLU | ETF OPPORTUNITIES TRUST | 7.28% | 719.1K | $30.1M | +7.60%(+50.80K) | $34.88(+32.44%) | 2026-03-31 | |
| TMSL | T ROWE PRICE ETF INC | 7.2% | 811.3K | $29.7M | -0.10%(-809) | $31.33(+30.57%) | 2026-03-31 | |
| TLH | ISHARES TR | 6.61% | 271.0K | $27.3M | +4.69%(+12.13K) | $103.20(-4.01%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.51% | 430.5K | $26.9M | -0.50%(-2.15K) | $45.39(+45.05%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.88% | 442.4K | $20.2M | +7.51%(+30.90K) | $45.30(+0.47%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.72% | 432.7K | $15.4M | +2.14%(+9.05K) | $25.00(+52.34%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.76% | 330.2K | $11.4M | -2.26%(-7.62K) | $22.64(+78.52%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 2.26% | 171.2K | $9.4M | -8.12%(-15.14K) | $30.41(+123.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.90% | +29.16% |
| Top 20 Holdings Unweighted | +9.23% | +30.34% |
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