StockDriftsStockDriftsTop 50 Francis Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.96% | 125.7K | $75.1M | -0.25%(-315) | $382.70(+78.95%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 8.69% | 606.1K | $46.8M | +1.71%(+10.17K) | $75.73(+0.92%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 8.2% | 1.12M | $44.2M | +21.42%(+198.31K) | $39.22(-0.44%) | 2026-03-31 | |
| DFSI | DIMENSIONAL ETF TRUST | 5.98% | 759.1K | $32.2M | +2.32%(+17.23K) | $1305.73(-96.52%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 5.5% | 390.8K | $29.6M | +6.37%(+23.42K) | $63.74(+29.88%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.95% | 61.0K | $26.6M | +3.89%(+2.29K) | $49.08(+74.22%) | 2026-03-31 | |
| NBSD | NEUBERGER BERMAN ETF TRUST | 4.23% | 449.3K | $22.8M | new | $50.95(-0.76%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.06% | 38.2K | $21.8M | -5.82%(-2.36K) | $498.94(+16.83%) | 2026-03-31 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 3.75% | 176.5K | $20.2M | +8.46%(+13.77K) | $103.58(+24.22%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.91% | 277.0K | $15.7M | +451.69%(+226.82K) | $56.58(+8.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.60% | +35.29% |
| Top 20 Holdings Unweighted | +10.36% | +34.39% |
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