Top 50 Mustard Seed Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 9.6% | 204.2K | $16.0M | +1.66%(+3.34K) | $76.45(+2.03%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 8.66% | 182.4K | $14.5M | +3.96%(+6.94K) | $77.94(+1.38%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.18% | 23.6K | $10.3M | +6.31%(+1.40K) | $56.15(+55.86%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 6.15% | 133.1K | $10.3M | +4.67%(+5.93K) | $75.70(+1.22%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.77% | 222.8K | $8.0M | +10.53%(+21.23K) | $29.91(+28.00%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.44% | 37.8K | $7.4M | -2.34%(-907) | $144.84(+43.86%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.42% | 147.8K | $7.4M | +13.77%(+17.88K) | $49.73(+0.74%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.93% | 168.3K | $6.6M | +5.00%(+8.01K) | $30.85(+34.96%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.77% | 81.7K | $6.3M | -0.32%(-261) | $56.03(+51.85%) | 2026-03-31 | |
| WMT | WALMART INC | 3.08% | 41.3K | $5.1M | +0.44%(+179) | $53.28(+146.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.56% | +38.85% |
| Top 20 Holdings Unweighted | +15.60% | +54.50% |
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