StockDriftsStockDriftsTop 50 Pinnacle Financial Group, LLC / IL Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 8.93% | 916.9K | $32.6M | +6.15%(+53.12K) | $24.74(+53.63%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 8.71% | 668.3K | $31.8M | -0.31%(-2.11K) | $33.01(+59.89%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.88% | 552.5K | $21.5M | +1.83%(+9.95K) | $26.72(+62.76%) | 2026-03-31 | |
| DTD | WISDOMTREE TR | 5.8% | 245.1K | $21.2M | -3.74%(-9.53K) | $61.38(+50.06%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.5% | 580.4K | $20.1M | -14.11%(-95.36K) | $23.55(+71.90%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 4.12% | 159.6K | $15.0M | +3.18%(+4.92K) | $68.83(+44.66%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.82% | 94.1K | $13.9M | +6.38%(+5.64K) | $115.02(+36.71%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.58% | 173.8K | $13.0M | +8.50%(+13.62K) | $61.06(+35.74%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.55% | 14.3K | $9.3M | +1.60%(+225) | $453.94(+64.82%) | 2026-03-31 | |
| EEM | ISHARES TR | 2.52% | 162.2K | $9.2M | +17.72%(+24.41K) | $48.59(+38.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.46% | +46.06% |
| Top 20 Holdings Unweighted | +13.24% | +45.19% |
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