StockDriftsStockDriftsTop 50 Envision Financial Planning Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 9.25% | 560.3K | $25.6M | +12.53%(+62.38K) | $46.05(-1.79%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 8.55% | 524.0K | $23.6M | +4.79%(+23.95K) | $33.03(+53.52%) | 2026-03-31 | |
| IBDY | ISHARES TR | 7.84% | 838.6K | $21.7M | +6.32%(+49.82K) | $25.14(+1.84%) | 2026-03-31 | |
| GOVT | ISHARES TR | 7.69% | 927.9K | $21.3M | +6.98%(+60.51K) | $23.02(-1.97%) | 2026-03-31 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 6.78% | 628.9K | $18.7M | +4.11%(+24.82K) | $29.66(+6.91%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.14% | 461.4K | $17.0M | +5.01%(+22.02K) | $31.73(+25.63%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.69% | 464.7K | $15.7M | +0.43%(+1.98K) | $23.87(+61.28%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.63% | 399.3K | $15.6M | +0.75%(+2.96K) | $27.90(+46.35%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 5% | 429.0K | $13.8M | +3.67%(+15.20K) | $26.51(+26.40%) | 2026-03-31 | |
| IBDW | ISHARES TR | 4.84% | 639.8K | $13.4M | +4.63%(+28.31K) | $20.25(+2.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.34% | +30.73% |
| Top 20 Holdings Unweighted | +8.37% | +27.28% |
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