Top 50 Flagstone Financial Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 26.95% | 1.53M | $108.6M | +3.01%(+44.67K) | $45.78(+76.33%) | 2026-03-31 | |
| IGIB | ISHARES TR | 10.7% | 809.7K | $43.1M | +6.51%(+49.51K) | $52.10(+1.89%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 7.38% | 651.1K | $29.7M | -0.92%(-6.06K) | $29.34(+71.36%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 6.81% | 912.5K | $27.4M | +7.07%(+60.28K) | $29.56(+1.49%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 6.16% | 866.5K | $24.8M | +5.39%(+44.31K) | $28.34(+0.18%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.68% | 475.9K | $22.9M | +8.59%(+37.66K) | $48.26(-0.74%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.31% | 193.5K | $21.4M | +1.06%(+2.04K) | $76.67(+53.65%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.18% | 487.8K | $16.9M | -1.02%(-5.01K) | $24.60(+64.27%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.72% | 134.8K | $15.0M | +0.78%(+1.04K) | $71.31(+75.40%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.63% | 146.5K | $14.6M | -5.02%(-7.74K) | $53.81(+104.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.85% | +32.55% |
| Top 20 Holdings Unweighted | +10.09% | +33.43% |
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