StockDriftsStockDriftsTop 40 Wealth Management Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 19.37% | 668.0K | $42.8M | +4.54%(+29.02K) | $54.98(+28.78%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 18.14% | 91.8K | $40.1M | +4.97%(+4.34K) | $69.01(+23.90%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 11.09% | 630.7K | $24.5M | +2.93%(+17.96K) | $35.15(+25.89%) | 2026-03-31 | |
| IBTK | ISHARES TR | 5.94% | 665.9K | $13.1M | +3.64%(+23.39K) | $19.86(-1.90%) | 2026-03-31 | |
| IBTH | ISHARES TR | 5.45% | 537.2K | $12.0M | +4.31%(+22.20K) | $22.43(-0.49%) | 2026-03-31 | |
| IBTJ | ISHARES TR | 5.36% | 542.6K | $11.9M | +5.91%(+30.30K) | $21.73(-0.60%) | 2026-03-31 | |
| IBTG | ISHARES TR | 5.35% | 515.8K | $11.8M | -0.44%(-2.27K) | $22.93(-0.44%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.95% | 55.8K | $11.0M | +8.11%(+4.19K) | $175.23(+25.07%) | 2026-03-31 | |
| IBTI | ISHARES TR | 4.79% | 475.6K | $10.6M | +4.16%(+18.98K) | $22.24(-0.66%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.32% | 36.4K | $9.5M | +3.38%(+1.19K) | $240.19(+25.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.23% | -9.37% |
| Top 20 Holdings Unweighted | -2.80% | -8.15% |
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