StockDriftsStockDriftsTop 50 Waterford Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.42% | 91.5K | $58.1M | +2.65%(+2.37K) | $637.08(+16.54%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 9.57% | 156.4K | $30.2M | +2.53%(+3.85K) | $181.05(+14.15%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8.33% | 62.5K | $26.3M | +1.35%(+831) | $75.76(+15.41%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 8.09% | 536.3K | $25.5M | +1.72%(+9.06K) | $48.07(-0.12%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.82% | 397.3K | $24.6M | +1.95%(+7.60K) | $58.52(+18.05%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 6.1% | 684.7K | $19.2M | +1.49%(+10.09K) | $26.26(+24.08%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 6% | 396.1K | $18.9M | new | $78.67(-1.12%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 4.78% | 192.5K | $15.1M | new | $69.78(-3.65%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.48% | 160.0K | $11.0M | new | $73.60(-1.17%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.44% | 207.0K | $10.8M | +1.88%(+3.82K) | $51.77(+12.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.65% | +35.47% |
| Top 20 Holdings Unweighted | +8.78% | +28.73% |
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