Top 50 Frankly Finances, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD SHORT-TERM BOND | 12.16% | 171.4K | $13.4M | +3.37%(+5.59K) | $78.85(-1.08%) | 2026-03-31 | |
| DFUV | DIMENSIONAL US | 11.76% | 268.2K | $13.0M | +0.91%(+2.41K) | $45.66(+15.27%) | 2026-03-31 | |
| BIV | VANGUARD | 10.96% | 156.9K | $12.1M | +5.96%(+8.83K) | $77.96(-1.72%) | 2026-03-31 | |
| DFIV | DIMENSIONAL | 5.06% | 105.9K | $5.6M | +0.16%(+172) | $48.02(+15.90%) | 2026-03-31 | |
| DFAS | DIMENSIONAL U.S. SMALL | 4.76% | 73.9K | $5.3M | +0.33%(+240) | $69.07(+10.76%) | 2026-03-31 | |
| DFUS | DIMENSIONAL U.S. EQUITY | 4.33% | 67.4K | $4.8M | +0.00%(+0) | $73.31(+10.12%) | 2026-03-31 | |
| AVGE | AVANTIS ALL EQUITY | 4.23% | 53.1K | $4.7M | +2.75%(+1.42K) | $84.72(+14.91%) | 2026-03-31 | |
| AVEM | AVANTIS EMERGING MARKETS | 4.16% | 57.0K | $4.6M | +1.05%(+595) | $76.09(+24.69%) | 2026-03-31 | |
| DFAT | DIMENSIONAL U.S. | 4.05% | 71.6K | $4.5M | +0.00%(+0) | $58.88(+11.83%) | 2026-03-31 | |
| AVIV | AVANTIS INTERNATIONAL | 3.53% | 52.2K | $3.9M | -0.95%(-500) | $69.34(+14.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.35% | +23.72% |
| Top 20 Holdings Unweighted | +8.57% | +27.96% |
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