Top 50 Focus Partners Advisor Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 7.77% | 5.42M | $770.9M | +7.39%(+372.80K) | $117.61(+38.77%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.99% | 17.85M | $693.5M | +11.97%(+1.91M) | $33.12(+31.31%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 5.15% | 20.14M | $510.7M | +2.57%(+505.17K) | $20.85(+31.14%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.76% | 7.93M | $472.4M | +335.34%(+6.11M) | $59.69(-1.29%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.14% | 4.12M | $410.9M | +5.45%(+212.98K) | $67.42(+63.34%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.6% | 5.72M | $356.9M | +7.96%(+421.32K) | $50.88(+30.21%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.22% | 6.06M | $319.6M | +4.86%(+280.73K) | $37.15(+49.53%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.18% | 3.78M | $315.6M | +5.78%(+206.46K) | $67.40(+32.60%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.76% | 2.48M | $274.3M | +23.65%(+475.14K) | $92.68(+28.15%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.68% | 7.70M | $266.0M | +9.76%(+685.04K) | $27.36(+47.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.87% | +47.67% |
| Top 20 Holdings Unweighted | +13.84% | +47.52% |
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