StockDriftsStockDriftsTop 50 Action Point Financial Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 10.71% | 149.0K | $12.0M | new | $78.19(+16.17%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.48% | 273.5K | $10.6M | new | $39.23(+12.81%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 7.71% | 77.7K | $8.6M | new | $111.48(+14.00%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.15% | 81.2K | $6.9M | new | $83.58(+7.59%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 5.41% | 112.3K | $6.1M | new | $54.03(+0.63%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.22% | 13.4K | $5.9M | new | $77.05(+10.96%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.69% | 108.4K | $5.3M | new | $47.52(+15.41%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.08% | 56.7K | $4.6M | new | $78.80(+17.31%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.47% | 35.2K | $3.9M | new | $106.23(+16.27%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3% | 43.4K | $3.4M | new | $77.64(-1.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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