StockDriftsStockDriftsTop 50 Weinberger Asset Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 12.58% | 104.6K | $33.6M | -4.24%(-4.63K) | $229.21(+60.89%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 7.87% | 127.0K | $21.0M | +0.01%(+7) | $96.29(+89.30%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 6.04% | 553.5K | $16.1M | -3.69%(-21.23K) | $19.42(+75.70%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 4.91% | 60.3K | $13.1M | +0.18%(+110) | $172.76(+40.78%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.82% | 284.8K | $12.8M | +9.90%(+25.64K) | $33.79(+52.54%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 4.59% | 488.1K | $12.3M | +1.31%(+6.29K) | $17.92(+61.12%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.05% | 55.1K | $10.8M | +4.67%(+2.46K) | $147.83(+48.26%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.75% | 271.8K | $10.0M | +1.87%(+4.98K) | $27.13(+53.32%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.86% | 250.3K | $7.6M | -9.36%(-25.84K) | $23.23(+48.19%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.79% | 300.3K | $7.4M | -4.04%(-12.66K) | $18.73(+46.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.33% | +53.40% |
| Top 20 Holdings Unweighted | +15.12% | +52.55% |
Sign up free to track Weinberger Asset Management, Inc, compare funds side by side, and get alerts the moment positions change.