StockDriftsStockDriftsTop 45 Michael A. Dubis Financial Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 21.13% | 79.2K | $21.8M | +1.46%(+1.14K) | — | 2025-03-31 | |
| SGOV | ISHARES TR | 13.94% | 142.7K | $14.4M | -0.92%(-1.32K) | — | 2025-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 12.94% | 224.5K | $13.3M | +4.15%(+8.94K) | — | 2025-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 11.55% | 202.7K | $11.9M | +1.96%(+3.89K) | — | 2025-03-31 | |
| SPTS | SPDR SER TR | 4.79% | 168.8K | $4.9M | +0.48%(+799) | — | 2025-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.48% | 128.9K | $3.6M | +5.25%(+6.43K) | — | 2025-03-31 | |
| SPTM | SPDR SER TR | 2.73% | 41.3K | $2.8M | +0.05%(+20) | — | 2025-03-31 | |
| AAPL | APPLE INC | 2.12% | 9.8K | $2.2M | +0.00%(+0) | — | 2025-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2% | 22.7K | $2.1M | +1.56%(+350) | — | 2025-03-31 | |
| ITOT | ISHARES TR | 1.65% | 13.9K | $1.7M | +0.02%(+3) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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