StockDriftsStockDriftsTop 50 Larry Mathis Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 7.46% | 184.4K | $8.3M | +97.62%(+91.07K) | $46.12(+10.49%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 5.13% | 62.5K | $5.7M | +680.93%(+54.49K) | $91.52(-0.03%) | 2026-03-31 | |
| SHV | ISHARES TR | 5.1% | 51.5K | $5.7M | +633.66%(+44.51K) | $110.29(-0.09%) | 2026-03-31 | |
| HYHG | PROSHARES TR | 4.93% | 86.4K | $5.5M | +0.33%(+280) | $64.77(-0.26%) | 2026-03-31 | |
| IGHG | PROSHARES TR | 4.51% | 64.8K | $5.0M | +0.43%(+277) | $78.71(-0.31%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.58% | 6.7K | $4.0M | -19.81%(-1.65K) | $619.76(+10.11%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.68% | 30.1K | $3.0M | -1.39%(-423) | $100.06(-1.39%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.26% | 64.6K | $2.5M | +71.45%(+26.92K) | $37.77(+10.24%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.55% | 9.9K | $1.7M | +11.25%(+1.00K) | $185.92(+21.46%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.42% | 9.4K | $1.6M | -1.28%(-121) | $116.54(+30.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -16.48% | -41.74% |
| Top 20 Holdings Unweighted | -15.16% | -38.94% |
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