StockDriftsStockDriftsTop 50 Financial Plan, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 16.61% | 1.39M | $155.0M | +4.37%(+58.32K) | $110.29(+13.41%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 14.73% | 3.54M | $137.4M | +5.98%(+199.68K) | $39.09(+10.57%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 10.79% | 1.19M | $100.7M | +4.51%(+51.18K) | $80.74(+13.17%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.77% | 1.52M | $53.9M | +7.57%(+106.68K) | $33.72(+12.94%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.71% | 917.1K | $43.9M | +17.55%(+136.93K) | $48.05(-0.33%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 4.45% | 817.9K | $41.5M | -8.66%(-77.54K) | $50.72(+0.25%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.37% | 506.1K | $40.8M | +6.97%(+32.98K) | $76.24(+24.44%) | 2026-03-31 | |
| AVSF | AMERICAN CENTY ETF TR | 4.27% | 851.3K | $39.8M | +14.96%(+110.76K) | $47.12(-1.12%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.64% | 680.5K | $34.0M | +14.87%(+88.11K) | $50.00(+0.92%) | 2026-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 3.36% | 712.3K | $31.4M | +18.55%(+111.47K) | $43.97(+7.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.35% | +7.22% |
| Top 20 Holdings Unweighted | +2.35% | +7.23% |
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