StockDriftsStockDriftsTop 50 Phillips Financial Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.53% | 222.3K | $145.2M | -11.97%(-30.25K) | $235.35(+208.89%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.74% | 2.53M | $106.7M | -4.24%(-111.99K) | $42.23(+0.04%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.73% | 2.61M | $92.8M | -8.44%(-240.73K) | $25.94(+43.66%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.95% | 1.71M | $82.1M | -2.97%(-52.54K) | $47.37(+1.10%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.66% | 1.41M | $50.4M | -3.61%(-52.89K) | $28.45(+33.49%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.43% | 757.8K | $47.3M | -6.12%(-49.37K) | $50.21(+33.72%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.33% | 1.25M | $45.9M | -7.26%(-97.82K) | $32.70(+20.23%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.78% | 1.11M | $38.3M | -8.57%(-103.80K) | $25.61(+54.77%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.72% | 486.1K | $37.5M | -13.86%(-78.23K) | $50.43(+65.40%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.7% | 551.8K | $37.3M | -25.81%(-192.00K) | $25.11(+191.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.37% | +34.45% |
| Top 20 Holdings Unweighted | +9.17% | +30.11% |
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