StockDriftsStockDriftsTop 50 William Mack & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 18% | 397.4K | $31.5M | -27.05%(-147.31K) | $78.92(+0.05%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.13% | 385.7K | $24.7M | -2.62%(-10.38K) | $56.49(+22.11%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 13.01% | 79.2K | $22.8M | -4.13%(-3.42K) | $68.35(+13.68%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 8.4% | 372.8K | $14.7M | -6.62%(-26.44K) | $33.15(+24.14%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 6.22% | 118.9K | $10.9M | -34.45%(-62.47K) | $81.52(+27.45%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 5% | 178.7K | $8.7M | +0.94%(+1.66K) | $40.41(+28.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.4% | 30.4K | $7.7M | -11.57%(-3.97K) | $240.20(+18.31%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.63% | 217.8K | $6.3M | -44.53%(-174.81K) | $26.85(+23.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.99% | 9.4K | $3.5M | -7.43%(-753) | $432.29(-4.84%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 1.93% | 67.8K | $3.4M | -1.86%(-1.28K) | $50.41(-0.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.34% | +20.24% |
| Top 20 Holdings Unweighted | +5.79% | +18.39% |
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