StockDriftsStockDriftsTop 25 Williams Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPIE | J P MORGAN EXCHANGE TRADED F | 28.19% | 1.05M | $48.4M | -0.25%(-2.63K) | $46.15(-0.35%) | 2026-03-31 | |
| IVV | ISHARES TR | 12.5% | 32.9K | $21.5M | -0.17%(-56) | $662.07(+12.64%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 9.23% | 157.7K | $15.9M | -0.30%(-468) | $100.51(+0.01%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 8.62% | 531.6K | $14.8M | -1.88%(-10.17K) | $26.75(+13.96%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 8.32% | 190.3K | $14.3M | -1.48%(-2.86K) | $72.47(+14.48%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 7.12% | 139.3K | $12.2M | -0.62%(-864) | $89.19(+7.26%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 4.82% | 169.1K | $8.3M | -1.91%(-3.29K) | $44.08(+21.49%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 3.35% | 216.1K | $5.7M | +0.07%(+145) | $26.72(+0.26%) | 2026-03-31 | |
| SCHH | SCHWAB STRATEGIC TR | 2.88% | 229.9K | $4.9M | -0.44%(-1.02K) | $21.23(+10.32%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 2.18% | 111.0K | $3.7M | -1.24%(-1.39K) | $24.64(+48.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.95% | +18.93% |
| Top 20 Holdings Unweighted | +7.89% | +25.59% |
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