StockDriftsStockDriftsTop 50 Financial Connections Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 15.11% | 963.0K | $43.4M | -0.31%(-2.98K) | $35.73(+42.62%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 6.5% | 166.6K | $18.7M | -4.64%(-8.11K) | $81.59(+60.13%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.89% | 320.9K | $16.9M | -3.46%(-11.51K) | $34.10(+63.21%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.66% | 346.0K | $16.3M | +3.76%(+12.54K) | $46.86(-0.19%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.83% | 31.8K | $13.9M | -0.29%(-91) | $50.92(+71.85%) | 2026-03-31 | |
| USXF | ISHARES TR | 4.37% | 227.8K | $12.6M | -5.75%(-13.89K) | $40.06(+65.77%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 4.03% | 242.6K | $11.6M | +43.72%(+73.80K) | $48.67(-1.60%) | 2026-03-31 | |
| PBFR | PGIM ROCK ETF TR | 3.54% | 351.2K | $10.2M | +5.20%(+17.34K) | $26.68(+13.72%) | 2026-03-31 | |
| VSGX | VANGUARD WORLD FD | 3.33% | 133.6K | $9.6M | +3.60%(+4.64K) | $58.86(+36.56%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.11% | 263.3K | $8.9M | -3.99%(-10.94K) | $22.70(+65.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.65% | +39.19% |
| Top 20 Holdings Unweighted | +10.52% | +35.00% |
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