StockDriftsStockDriftsTop 50 Essential Planning, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 16.77% | 716.2K | $52.7M | -2.73%(-20.11K) | $73.49(-0.42%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 16.25% | 1.13M | $51.1M | -2.92%(-34.02K) | $39.89(+27.75%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.77% | 66.3K | $21.3M | +5.25%(+3.31K) | $292.37(+24.74%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.23% | 503.3K | $19.6M | -1.49%(-7.62K) | $30.44(+36.79%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.01% | 263.5K | $12.6M | +28.44%(+58.36K) | $47.74(+0.31%) | 2026-03-31 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 3.8% | 228.9K | $11.9M | +41.52%(+67.14K) | $52.24(-0.17%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.54% | 263.4K | $11.1M | +7.01%(+17.25K) | $42.27(-0.06%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 3.12% | 136.3K | $9.8M | +34.30%(+34.82K) | $69.17(+16.03%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.93% | 237.3K | $9.2M | +18.23%(+36.59K) | $36.54(+18.28%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.6% | 12.6K | $8.2M | +23.91%(+2.42K) | $631.84(+17.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.82% | +28.85% |
| Top 20 Holdings Unweighted | +9.61% | +31.69% |
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