Top 43 Peirce Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | 18.04% | 1.82M | $46.1M | -0.90%(-16.49K) | $19.98(+35.85%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 12.15% | 799.5K | $31.1M | -0.73%(-5.87K) | $28.14(+53.58%) | 2026-03-31 | |
| ITOT | ISHARES TR | 8.88% | 159.4K | $22.7M | +4.78%(+7.27K) | $108.49(+49.31%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 8.64% | 221.3K | $22.1M | -6.35%(-14.99K) | $62.27(+76.76%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.63% | 321.3K | $17.0M | -5.39%(-18.31K) | $33.70(+65.14%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.45% | 477.0K | $16.5M | -3.09%(-15.23K) | $24.98(+61.80%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.2% | 266.2K | $15.9M | +4.98%(+12.63K) | $58.54(+0.74%) | 2026-03-31 | |
| IDEV | ISHARES TR | 5.83% | 178.5K | $14.9M | +0.66%(+1.17K) | $63.70(+40.56%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.69% | 194.6K | $9.4M | -1.13%(-2.21K) | $36.44(+44.43%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.69% | 196.8K | $9.4M | +5.04%(+9.44K) | $47.00(+1.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.84% | +39.89% |
| Top 20 Holdings Unweighted | +9.40% | +30.92% |
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