Top 50 Dowling & Yahnke Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 5% | 1.44M | $108K | โ | โ | โ | 2022-09-30 |
| VTEB | VANGUARD MUN BD FDS | 3.87% | 1.72M | $83K | โ | โ | โ | 2022-09-30 |
| AAPL | APPLE INC | 3.3% | 512.8K | $71K | โ | โ | โ | 2022-09-30 |
| RS | RELIANCE STEEL & ALUMINUM CO | 3.07% | 378.0K | $66K | โ | โ | โ | 2022-09-30 |
| BND | VANGUARD BD INDEX FDS | 2.68% | 807.3K | $58K | โ | โ | โ | 2022-09-30 |
| VXUS | VANGUARD STAR FDS | 2.56% | 1.20M | $55K | โ | โ | โ | 2022-09-30 |
| DFAT | DIMENSIONAL ETF TRUST | 2.4% | 1.32M | $51K | โ | โ | โ | 2022-09-30 |
| DFAC | DIMENSIONAL ETF TRUST | 2.34% | 2.26M | $50K | โ | โ | โ | 2022-09-30 |
| VOO | VANGUARD INDEX FDS | 2.26% | 147.7K | $48K | โ | โ | โ | 2022-09-30 |
| DFUS | DIMENSIONAL ETF TRUST | 2.25% | 1.25M | $48K | โ | โ | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | โ | โ |
| Top 20 Holdings Unweighted | โ | โ |
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