Top 50 PCA Investment Advisory Services Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.35% | 65.7K | $43.0M | +3.84%(+2.43K) | $475.02(+57.56%) | 2026-03-31 | |
| IUSV | ISHARES TR | 10.95% | 320.9K | $32.8M | +6.07%(+18.36K) | $85.64(+30.29%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 7.56% | 318.4K | $22.6M | +10.09%(+29.18K) | $63.31(+28.78%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.02% | 91.9K | $18.0M | +8.64%(+7.31K) | $156.32(+40.21%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.89% | 386.5K | $17.7M | +8.76%(+31.13K) | $45.76(-0.63%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.5% | 37.7K | $16.5M | +11.51%(+3.89K) | $53.93(+58.53%) | 2026-03-31 | |
| IUSG | ISHARES TR | 5.19% | 100.2K | $15.5M | +4.80%(+4.59K) | $96.41(+92.20%) | 2026-03-31 | |
| HEFA | ISHARES TR | 4.2% | 295.9K | $12.6M | +13.81%(+35.91K) | $35.26(+31.46%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.13% | 182.9K | $12.4M | +9.55%(+15.95K) | $54.65(+39.24%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.22% | 284.7K | $9.6M | +6.44%(+17.22K) | $26.67(+45.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.61% | +46.65% |
| Top 20 Holdings Unweighted | +12.80% | +43.51% |
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