StockDriftsStockDriftsTop 50 WealthSpring Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 11.12% | 311.8K | $12.1M | +8.92%(+25.53K) | $39.09(+10.56%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.3% | 12.2K | $8.0M | +9.12%(+1.02K) | $676.45(+10.24%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.42% | 70.4K | $7.0M | +3.50%(+2.38K) | $100.05(-1.38%) | 2026-03-31 | |
| IYK | ISHARES TR | 6.34% | 98.7K | $6.9M | +1.49%(+1.45K) | $67.67(+6.82%) | 2026-03-31 | |
| PHO | INVESCO EXCHANGE TRADED FD T | 5.93% | 96.7K | $6.5M | +0.99%(+951) | $71.23(-8.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.7% | 20.2K | $5.1M | +2.27%(+447) | $263.24(+13.54%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.46% | 143.2K | $4.9M | +5.62%(+7.62K) | $32.12(+16.80%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.54% | 80.3K | $3.9M | +0.20%(+157) | $48.89(-2.02%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.49% | 70.3K | $3.8M | +0.03%(+22) | $53.97(+11.06%) | 2026-03-31 | |
| XAR | SPDR SERIES TRUST | 3.1% | 13.3K | $3.4M | +14.67%(+1.70K) | $239.32(+12.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.91% | -2.70% |
| Top 20 Holdings Unweighted | -0.12% | -0.35% |
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