StockDriftsStockDriftsTop 50 Donalies Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.75% | 21.1K | $12.6M | +6.68%(+1.32K) | $619.29(+10.58%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 10.61% | 320.2K | $12.4M | -0.48%(-1.56K) | $39.08(+13.23%) | 2026-03-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 4.73% | 135.1K | $5.6M | -0.03%(-36) | $42.95(+9.26%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.58% | 83.9K | $5.4M | -0.09%(-75) | $61.19(+15.71%) | 2026-03-31 | |
| DFSI | DIMENSIONAL ETF TRUST | 3.69% | 102.0K | $4.3M | -0.63%(-647) | $41.90(+8.34%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.56% | 13.0K | $4.2M | -1.97%(-262) | $331.72(+11.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.46% | 16.0K | $4.1M | -1.28%(-207) | $263.24(+17.24%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.33% | 92.4K | $3.9M | +4.36%(+3.86K) | $42.65(-1.08%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.14% | 50.0K | $3.7M | +11.38%(+5.11K) | $74.18(-1.45%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.04% | 17.1K | $3.6M | -2.77%(-488) | $225.20(+7.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.04% | -31.95% |
| Top 20 Holdings Unweighted | -11.64% | -31.01% |
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