StockDriftsStockDriftsTop 29 Frisco Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VB | Vanguard Small-Cap ETF | 11.8% | 54.6K | $14.3M | +0.56%(+306) | $238.90(+25.72%) | 2026-03-31 | |
| VTEB | Vanguard Tax-Exempt Bond ETF | 11.39% | 276.7K | $13.8M | +50.17%(+92.44K) | $50.41(+0.25%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 11% | 208.1K | $13.3M | -0.85%(-1.77K) | $50.58(+40.00%) | 2026-03-31 | |
| SCHX | Schwab US Large-Cap ETF | 9.38% | 443.4K | $11.4M | +0.39%(+1.74K) | $22.91(+28.32%) | 2026-03-31 | |
| VCIT | Vanguard Interm-Term Corp Bd ETF | 9.02% | 132.1K | $10.9M | +2.42%(+3.12K) | $82.05(+0.35%) | 2026-03-31 | |
| VTIP | Vanguard Short-Term Infl-Prot Secs ETF | 8.89% | 215.7K | $10.8M | +7.79%(+15.59K) | $48.98(+1.23%) | 2026-03-31 | |
| AGG | iShares Core US Aggregate Bond ETF | 7.48% | 91.4K | $9.1M | -24.86%(-30.24K) | $99.73(-1.12%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF Trust | 7.31% | 13.6K | $8.9M | +4.11%(+538) | $583.17(+27.71%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 4.95% | 86.1K | $6.0M | +0.46%(+396) | $55.23(+44.56%) | 2026-03-31 | |
| BNDX | Vanguard Total International Bond ETF | 4.41% | 111.3K | $5.3M | -25.24%(-37.57K) | $49.47(-2.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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