StockDriftsStockDriftsTop 37 White Wing Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 25.81% | 134.0K | $43.0M | +1.42%(+1.87K) | $238.22(+49.86%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 12.21% | 401.8K | $20.3M | +0.18%(+726) | $50.29(+0.34%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.95% | 284.8K | $18.2M | +0.48%(+1.35K) | $48.86(+41.17%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 8.72% | 55.5K | $14.5M | +0.20%(+109) | $205.72(+39.36%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.06% | 20.4K | $11.8M | -7.24%(-1.59K) | $398.15(+71.20%) | 2026-03-31 | |
| SCHJ | SCHWAB STRATEGIC TR | 6.93% | 466.8K | $11.5M | +9.39%(+40.07K) | $24.21(+1.78%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.71% | 52.0K | $11.2M | +10.65%(+5.00K) | $187.34(+22.17%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.65% | 127.1K | $6.1M | -6.51%(-8.85K) | $47.22(+1.42%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.91% | 77.7K | $4.9M | -5.84%(-4.82K) | $53.77(+24.86%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 2.18% | 101.4K | $3.6M | -0.58%(-589) | $27.60(+48.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.93% | +44.03% |
| Top 20 Holdings Unweighted | +13.79% | +47.33% |
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